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 | $39,826 | $148,978-73.3% | $200,582-80.1% | $84,808-53.0% |
| Participation rate | 86.0% | 84.2%+1.8pp | 86.9%-0.9pp | 68.3%+17.7pp |
| Annual return | 6.20% | 28.16%-22.0pp | 42.33%-36.1pp | 40.90%-34.7pp |
| Employer contribution / active EE | $2,038 | $4,815-57.7% | $6,419-68.3% | $2,631-22.5% |
| Participant deferral / active EE | $3,529 | $7,142-50.6% | $9,331-62.2% | $4,212-16.2% |
| Admin fee / account holder | $1,497 | $13,977-89.3% | $16,305-90.8% | $7,344-79.6% |