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 | $23,230 | $102,317-77.3% | $146,958-84.2% | $80,856-71.3% |
| Participation rate | 72.4% | 75.8%-3.4pp | 82.2%-9.7pp | 67.6%+4.8pp |
| Annual return | 7.03% | 134.76%-127.7pp | 418.34%-411.3pp | 35.59%-28.6pp |
| Employer contribution / active EE | $1,847 | $3,713-50.3% | $4,933-62.6% | $2,755-33.0% |
| Participant deferral / active EE | $3,523 | $6,644-47.0% | $8,070-56.3% | $4,296-18.0% |
| Admin fee / account holder | $1,806 | $7,941-77.3% | $12,998-86.1% | $6,918-73.9% |