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 | $22,203 | $67,606-67.2% | $82,313-73.0% | $70,131-68.3% |
| Participation rate | 73.6% | 72.8%+0.8pp | 76.9%-3.3pp | 69.5%+4.0pp |
| Annual return | 9.69% | 21.57%-11.9pp | 25.88%-16.2pp | 73.14%-63.4pp |
| Employer contribution / active EE | $1,305 | $1,755-25.6% | $2,428-46.2% | $2,342-44.3% |
| Participant deferral / active EE | $1,693 | $2,987-43.3% | $3,706-54.3% | $3,332-49.2% |
| Admin fee / account holder | $719 | $4,512-84.1% | $5,608-87.2% | $4,645-84.5% |