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 4-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 | $20,504 | $67,606-69.7% | $82,313-75.1% | $70,131-70.8% |
| Participation rate | 96.6% | 72.8%+23.8pp | 76.9%+19.7pp | 69.5%+27.0pp |
| Annual return | 6.02% | 21.57%-15.5pp | 25.88%-19.9pp | 73.14%-67.1pp |
| Employer contribution / active EE | $450 | $1,755-74.3% | $2,428-81.5% | $2,342-80.8% |
| Participant deferral / active EE | $3,380 | $2,987+13.1% | $3,706-8.8% | $3,332+1.4% |
| Admin fee / account holder | $1,444 | $4,512-68.0% | $5,608-74.3% | $4,645-68.9% |