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 | $6,740 | $56,054-88.0% | $171,082-96.1% | $62,891-89.3% |
| Participation rate | 96.6% | 62.9%+33.7pp | 76.7%+19.9pp | 69.3%+27.3pp |
| Annual return | 4.79% | 22.52%-17.7pp | 32.56%-27.8pp | 20.14%-15.3pp |
| Employer contribution / active EE | $678 | $1,731-60.8% | $4,002-83.1% | $2,281-70.3% |
| Participant deferral / active EE | $1,491 | $3,158-52.8% | $4,797-68.9% | $3,203-53.4% |
| Admin fee / account holder | $1,086 | $3,647-70.2% | $8,520-87.2% | $4,296-74.7% |