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 6-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 | $13,764 | $95,803-85.6% | $113,168-87.8% | $84,808-83.8% |
| Participation rate | 98.2% | 72.9%+25.3pp | 76.6%+21.6pp | 68.3%+29.9pp |
| Annual return | 11.33% | 25.00%-13.7pp | 24.27%-12.9pp | 40.90%-29.6pp |
| Employer contribution / active EE | $1,121 | $2,360-52.5% | $2,975-62.3% | $2,631-57.4% |
| Participant deferral / active EE | $4,153 | $4,242-2.1% | $5,107-18.7% | $4,212-1.4% |
| Admin fee / account holder | $2,805 | $8,989-68.8% | $12,068-76.8% | $7,344-61.8% |