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 | $13,928 | $91,552-84.8% | $133,956-89.6% | $79,858-82.6% |
| Participation rate | 74.2% | 73.3%+0.9pp | 79.8%-5.6pp | 69.6%+4.6pp |
| Annual return | 4.86% | 61.85%-57.0pp | 45.09%-40.2pp | 31.71%-26.9pp |
| Employer contribution / active EE | $1,506 | $2,384-36.8% | $3,919-61.6% | $2,471-39.0% |
| Participant deferral / active EE | $2,015 | $3,733-46.0% | $5,048-60.1% | $3,740-46.1% |
| Admin fee / account holder | $972 | $6,321-84.6% | $8,927-89.1% | $5,306-81.7% |