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 | $21,404 | $98,750-78.3% | $149,696-85.7% | $79,858-73.2% |
| Participation rate | 93.6% | 75.8%+17.8pp | 82.5%+11.1pp | 69.6%+24.0pp |
| Annual return | 4.06% | 27.43%-23.4pp | 276.60%-272.5pp | 31.71%-27.7pp |
| Employer contribution / active EE | $2,061 | $3,216-35.9% | $4,644-55.6% | $2,471-16.6% |
| Participant deferral / active EE | $4,776 | $5,680-15.9% | $6,842-30.2% | $3,740+27.7% |
| Admin fee / account holder | $2,656 | $6,053-56.1% | $9,309-71.5% | $5,306-49.9% |