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 | $22,481 | $89,355-74.8% | $141,162-84.1% | $72,985-69.2% |
| Participation rate | 75.0% | 75.1%-0.1pp | 82.5%-7.5pp | 69.5%+5.5pp |
| Annual return | 14.51% | 111.85%-97.3pp | 71.39%-56.9pp | 81.00%-66.5pp |
| Employer contribution / active EE | $1,437 | $3,114-53.9% | $4,735-69.7% | $2,440-41.1% |
| Participant deferral / active EE | $3,104 | $5,418-42.7% | $6,709-53.7% | $3,607-14.0% |
| Admin fee / account holder | $7,545 | $5,958+26.6% | $10,261-26.5% | $5,124+47.2% |