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 | $9,416 | $63,346-85.1% | $92,233-89.8% | $70,131-86.6% |
| Participation rate | 75.7% | 68.7%+7.0pp | 76.5%-0.8pp | 69.5%+6.1pp |
| Annual return | 7.32% | 530.12%-522.8pp | 176.28%-169.0pp | 73.14%-65.8pp |
| Employer contribution / active EE | $1,832 | $2,471-25.9% | $3,679-50.2% | $2,342-21.8% |
| Participant deferral / active EE | $2,193 | $2,854-23.2% | $3,897-43.7% | $3,332-34.2% |
| Admin fee / account holder | $616 | $3,840-83.9% | $5,194-88.1% | $4,645-86.7% |