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 | $15,981 | $56,423-71.7% | $77,163-79.3% | $71,457-77.6% |
| Participation rate | 72.2% | 64.3%+7.9pp | 69.6%+2.6pp | 67.9%+4.3pp |
| Annual return | 12.16% | 19.05%-6.9pp | 37.87%-25.7pp | 28.85%-16.7pp |
| Employer contribution / active EE | $1,329 | $1,866-28.8% | $2,535-47.6% | $2,588-48.6% |
| Participant deferral / active EE | $1,760 | $3,142-44.0% | $3,833-54.1% | $4,289-59.0% |
| Admin fee / account holder | $1,446 | $1,429+1.2% | $5,472-73.6% | $1,587-8.9% |