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 6-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 | $27,109 | $94,625-71.4% | $116,228-76.7% | $84,808-68.0% |
| Participation rate | 94.1% | 70.4%+23.7pp | 74.6%+19.6pp | 68.3%+25.8pp |
| Annual return | 11.25% | 20.40%-9.2pp | 90.06%-78.8pp | 40.90%-29.6pp |
| Employer contribution / active EE | $2,812 | $2,347+19.8% | $2,994-6.1% | $2,631+6.9% |
| Participant deferral / active EE | $6,767 | $3,972+70.4% | $4,953+36.6% | $4,212+60.7% |
| Admin fee / account holder | $2,008 | $10,091-80.1% | $11,989-83.3% | $7,344-72.7% |