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 3-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 | $9,876 | $86,929-88.6% | $102,423-90.4% | $80,856-87.8% |
| Participation rate | 84.0% | 72.4%+11.6pp | 76.5%+7.5pp | 67.6%+16.4pp |
| Annual return | 8.66% | 18.88%-10.2pp | 29.32%-20.7pp | 35.59%-26.9pp |
| Employer contribution / active EE | $1,509 | $2,369-36.3% | $3,023-50.1% | $2,755-45.2% |
| Participant deferral / active EE | $2,120 | $4,118-48.5% | $5,053-58.0% | $4,296-50.7% |
| Admin fee / account holder | $1,057 | $8,049-86.9% | $9,451-88.8% | $6,918-84.7% |