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 | $10,878 | $84,233-87.1% | $170,442-93.6% | $70,131-84.5% |
| Participation rate | 95.9% | 70.8%+25.1pp | 83.6%+12.3pp | 69.5%+26.3pp |
| Annual return | 6.85% | 23.06%-16.2pp | 205.93%-199.1pp | 73.14%-66.3pp |
| Employer contribution / active EE | $1,047 | $3,387-69.1% | $5,433-80.7% | $2,342-55.3% |
| Participant deferral / active EE | $919 | $3,086-70.2% | $4,939-81.4% | $3,332-72.4% |
| Admin fee / account holder | $1,243 | $5,698-78.2% | $13,880-91.0% | $4,645-73.2% |