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 | $18,915 | $124,319-84.8% | $111,297-83.0% | $167,490-88.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 5.91% | 37.44%-31.5pp | 54.65%-48.7pp | 478.56%-472.6pp |
| Employer contribution / active EE | $863 | $3,435-74.9% | $2,731-68.4% | $4,837-82.2% |
| Participant deferral / active EE | $2,203 | $5,180-57.5% | $4,487-50.9% | $6,341-65.3% |
| Admin fee / account holder | $10,058 | $10,618-5.3% | $7,964+26.3% | $12,309-18.3% |