See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,594 | $68,547-77.3% | $120,354-87.0% | $80,856-80.7% |
| Participation rate | 85.7% | 61.6%+24.1pp | 71.9%+13.8pp | 67.6%+18.1pp |
| Annual return | 7.03% | 23.60%-16.6pp | 107.15%-100.1pp | 35.59%-28.6pp |
| Employer contribution / active EE | $1,513 | $2,051-26.2% | $3,463-56.3% | $2,755-45.1% |
| Participant deferral / active EE | $2,088 | $3,173-34.2% | $4,991-58.2% | $4,296-51.4% |
| Admin fee / account holder | $690 | $5,732-88.0% | $9,423-92.7% | $6,918-90.0% |