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 | $10,958 | $86,286-87.3% | $111,297-90.2% | $85,850-87.2% |
| Participation rate | 87.9% | 73.3%+14.6pp | 77.3%+10.6pp | 69.3%+18.6pp |
| Annual return | 9.86% | 19.99%-10.1pp | 54.65%-44.8pp | 318.53%-308.7pp |
| Employer contribution / active EE | $531 | $2,043-74.0% | $2,731-80.6% | $2,565-79.3% |
| Participant deferral / active EE | $2,808 | $3,641-22.9% | $4,487-37.4% | $3,952-28.9% |
| Admin fee / account holder | $2,935 | $8,188-64.2% | $7,964-63.1% | $6,260-53.1% |