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 5-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 | $19,900 | $98,750-79.8% | $149,696-86.7% | $79,858-75.1% |
| Participation rate | 83.3% | 75.8%+7.6pp | 82.5%+0.9pp | 69.6%+13.7pp |
| Annual return | 6.78% | 27.43%-20.7pp | 276.60%-269.8pp | 31.71%-24.9pp |
| Employer contribution / active EE | $1,271 | $3,216-60.5% | $4,644-72.6% | $2,471-48.5% |
| Participant deferral / active EE | $2,849 | $5,680-49.8% | $6,842-58.4% | $3,740-23.8% |
| Admin fee / account holder | $870 | $6,053-85.6% | $9,309-90.7% | $5,306-83.6% |