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 | $21,950 | $85,766-74.4% | $136,294-83.9% | $70,131-68.7% |
| Participation rate | 86.2% | 74.2%+12.0pp | 81.9%+4.2pp | 69.5%+16.6pp |
| Annual return | 13.34% | 31.45%-18.1pp | 5155.94%-5142.6pp | 73.14%-59.8pp |
| Employer contribution / active EE | $1,105 | $2,966-62.7% | $4,695-76.5% | $2,342-52.8% |
| Participant deferral / active EE | $2,207 | $5,051-56.3% | $6,247-64.7% | $3,332-33.7% |
| Admin fee / account holder | $697 | $5,420-87.1% | $9,243-92.5% | $4,645-85.0% |