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 | $32,983 | $109,359-69.8% | $162,163-79.7% | $72,985-54.8% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 15.09% | 25.46%-10.4pp | 115.59%-100.5pp | 81.00%-65.9pp |
| Employer contribution / active EE | $2,497 | $3,907-36.1% | $5,614-55.5% | $2,440+2.4% |
| Participant deferral / active EE | $4,360 | $5,481-20.4% | $7,298-40.3% | $3,607+20.9% |
| Admin fee / account holder | $553 | $7,972-93.1% | $10,843-94.9% | $5,124-89.2% |