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 | $7,310 | $79,944-90.9% | $98,439-92.6% | $75,163-90.3% |
| Participation rate | 79.6% | 70.4%+9.3pp | 75.2%+4.5pp | 67.2%+12.4pp |
| Annual return | 7.54% | 19.75%-12.2pp | 21.16%-13.6pp | 160.62%-153.1pp |
| Employer contribution / active EE | $906 | $2,264-60.0% | $3,048-70.3% | $2,670-66.1% |
| Participant deferral / active EE | $1,885 | $3,752-49.8% | $4,738-60.2% | $4,125-54.3% |
| Admin fee / account holder | $2,285 | $6,840-66.6% | $8,948-74.5% | $5,651-59.6% |