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 10-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 | $22,599 | $58,828-61.6% | $77,999-71.0% | $62,891-64.1% |
| Participation rate | 85.3% | 71.1%+14.2pp | 75.5%+9.8pp | 69.3%+16.0pp |
| Annual return | 4.14% | 17.16%-13.0pp | 425.96%-421.8pp | 20.14%-16.0pp |
| Employer contribution / active EE | $2,137 | $1,672+27.9% | $2,470-13.5% | $2,281-6.3% |
| Participant deferral / active EE | $3,457 | $2,686+28.7% | $3,497-1.1% | $3,203+7.9% |
| Admin fee / account holder | $997 | $4,393-77.3% | $5,480-81.8% | $4,296-76.8% |