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 | $25,561 | $80,968-68.4% | $96,544-73.5% | $75,163-66.0% |
| Participation rate | 72.9% | 71.8%+1.1pp | 76.0%-3.1pp | 67.2%+5.7pp |
| Annual return | 11.28% | 27.06%-15.8pp | 25.84%-14.6pp | 160.62%-149.3pp |
| Employer contribution / active EE | $1,314 | $2,282-42.4% | $2,965-55.7% | $2,670-50.8% |
| Participant deferral / active EE | $2,191 | $3,928-44.2% | $4,851-54.8% | $4,125-46.9% |
| Admin fee / account holder | $2,962 | $6,724-55.9% | $8,252-64.1% | $5,651-47.6% |