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 | $15,350 | $79,449-80.7% | $189,557-91.9% | $85,850-82.1% |
| Participation rate | 95.3% | 66.0%+29.4pp | 78.4%+16.9pp | 69.3%+26.0pp |
| Annual return | 7.83% | 18.45%-10.6pp | 64.17%-56.3pp | 318.53%-310.7pp |
| Employer contribution / active EE | $1,617 | $2,081-22.3% | $4,412-63.3% | $2,565-36.9% |
| Participant deferral / active EE | $2,184 | $4,051-46.1% | $6,174-64.6% | $3,952-44.7% |
| Admin fee / account holder | $7,140 | $5,377+32.8% | $9,807-27.2% | $6,260+14.1% |