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 | $27,734 | $78,422-64.6% | $95,952-71.1% | $79,858-65.3% |
| Participation rate | 90.5% | 73.5%+17.1pp | 77.1%+13.5pp | 69.6%+20.9pp |
| Annual return | 9.71% | 19.37%-9.7pp | 91.61%-81.9pp | 31.71%-22.0pp |
| Employer contribution / active EE | $609 | $1,945-68.7% | $2,541-76.0% | $2,471-75.4% |
| Participant deferral / active EE | $2,454 | $3,440-28.7% | $4,167-41.1% | $3,740-34.4% |
| Admin fee / account holder | $8,225 | $5,622+46.3% | $6,795+21.0% | $5,306+55.0% |