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 7-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 | $21,352 | $81,460-73.8% | $103,333-79.3% | $80,856-73.6% |
| Participation rate | 94.0% | 66.8%+27.2pp | 74.5%+19.5pp | 67.6%+26.4pp |
| Annual return | 9.87% | 25.55%-15.7pp | 24.88%-15.0pp | 35.59%-25.7pp |
| Employer contribution / active EE | $3,358 | $3,105+8.1% | $3,868-13.2% | $2,755+21.9% |
| Participant deferral / active EE | $3,728 | $3,869-3.6% | $5,057-26.3% | $4,296-13.2% |
| Admin fee / account holder | $3,148 | $6,566-52.1% | $8,355-62.3% | $6,918-54.5% |