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 | $23,758 | $94,625-74.9% | $116,228-79.6% | $84,808-72.0% |
| Participation rate | 97.4% | 70.4%+26.9pp | 74.6%+22.8pp | 68.3%+29.1pp |
| Annual return | 11.08% | 20.40%-9.3pp | 90.06%-79.0pp | 40.90%-29.8pp |
| Employer contribution / active EE | $2,336 | $2,347-0.4% | $2,994-22.0% | $2,631-11.2% |
| Participant deferral / active EE | $2,808 | $3,972-29.3% | $4,953-43.3% | $4,212-33.3% |
| Admin fee / account holder | $2,937 | $10,091-70.9% | $11,989-75.5% | $7,344-60.0% |