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 4-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 | $20,848 | $94,625-78.0% | $116,228-82.1% | $84,808-75.4% |
| Participation rate | 72.3% | 70.4%+1.9pp | 74.6%-2.2pp | 68.3%+4.0pp |
| Annual return | 11.49% | 20.40%-8.9pp | 90.06%-78.6pp | 40.90%-29.4pp |
| Employer contribution / active EE | $1,336 | $2,347-43.0% | $2,994-55.4% | $2,631-49.2% |
| Participant deferral / active EE | $3,371 | $3,972-15.1% | $4,953-31.9% | $4,212-20.0% |
| Admin fee / account holder | $745 | $10,091-92.6% | $11,989-93.8% | $7,344-89.9% |