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 | $7,489 | $105,859-92.9% | $90,160-91.7% | $147,584-94.9% |
| Participation rate | 95.5% | 79.7%+15.7pp | 76.9%+18.6pp | 82.8%+12.6pp |
| Annual return | 6.71% | 37.63%-30.9pp | 34.88%-28.2pp | 578.55%-571.8pp |
| Employer contribution / active EE | $1,395 | $4,126-66.2% | $3,318-58.0% | $4,876-71.4% |
| Participant deferral / active EE | $2,354 | $5,733-58.9% | $5,288-55.5% | $5,439-56.7% |
| Admin fee / account holder | $650 | $8,046-91.9% | $5,943-89.1% | $10,885-94.0% |