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 | $10,123 | $95,416-89.4% | $185,823-94.6% | $85,850-88.2% |
| Participation rate | 78.4% | 68.8%+9.6pp | 81.7%-3.3pp | 69.3%+9.1pp |
| Annual return | 10.06% | 23.59%-13.5pp | 122.05%-112.0pp | 318.53%-308.5pp |
| Employer contribution / active EE | $425 | $3,314-87.2% | $5,167-91.8% | $2,565-83.4% |
| Participant deferral / active EE | $1,717 | $3,423-49.8% | $5,568-69.2% | $3,952-56.5% |
| Admin fee / account holder | $400 | $7,213-94.5% | $16,237-97.5% | $6,260-93.6% |