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 | $25,370 | $67,606-62.5% | $82,313-69.2% | $70,131-63.8% |
| Participation rate | 96.4% | 72.8%+23.6pp | 76.9%+19.5pp | 69.5%+26.8pp |
| Annual return | 9.28% | 21.57%-12.3pp | 25.88%-16.6pp | 73.14%-63.9pp |
| Employer contribution / active EE | $2,505 | $1,755+42.7% | $2,428+3.2% | $2,342+6.9% |
| Participant deferral / active EE | $3,717 | $2,987+24.4% | $3,706+0.3% | $3,332+11.6% |
| Admin fee / account holder | $11,404 | $4,512+152.7% | $5,608+103.4% | $4,645+145.5% |