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 | $11,751 | $86,929-86.5% | $102,423-88.5% | $80,856-85.5% |
| Participation rate | 91.2% | 72.4%+18.8pp | 76.5%+14.7pp | 67.6%+23.5pp |
| Annual return | 8.09% | 18.88%-10.8pp | 29.32%-21.2pp | 35.59%-27.5pp |
| Employer contribution / active EE | $1,641 | $2,369-30.7% | $3,023-45.7% | $2,755-40.4% |
| Participant deferral / active EE | $2,500 | $4,118-39.3% | $5,053-50.5% | $4,296-41.8% |
| Admin fee / account holder | $940 | $8,049-88.3% | $9,451-90.1% | $6,918-86.4% |