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 | $25,233 | $78,422-67.8% | $95,952-73.7% | $79,858-68.4% |
| Participation rate | 92.3% | 73.5%+18.8pp | 77.1%+15.2pp | 69.6%+22.7pp |
| Annual return | 7.17% | 19.37%-12.2pp | 91.61%-84.4pp | 31.71%-24.5pp |
| Employer contribution / active EE | $2,801 | $1,945+44.0% | $2,541+10.2% | $2,471+13.4% |
| Participant deferral / active EE | $5,174 | $3,440+50.4% | $4,167+24.2% | $3,740+38.3% |
| Admin fee / account holder | $1,466 | $5,622-73.9% | $6,795-78.4% | $5,306-72.4% |