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 | $27,462 | $109,413-74.9% | $156,263-82.4% | $84,808-67.6% |
| Participation rate | 90.3% | 72.7%+17.6pp | 78.9%+11.4pp | 68.3%+22.0pp |
| Annual return | 10.44% | 20.18%-9.7pp | 59.47%-49.0pp | 40.90%-30.5pp |
| Employer contribution / active EE | $1,360 | $2,907-53.2% | $4,333-68.6% | $2,631-48.3% |
| Participant deferral / active EE | $2,761 | $4,590-39.9% | $6,158-55.2% | $4,212-34.5% |
| Admin fee / account holder | $1,842 | $9,357-80.3% | $14,255-87.1% | $7,344-74.9% |