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 | $12,072 | $84,233-85.7% | $170,442-92.9% | $70,131-82.8% |
| Participation rate | 88.3% | 70.8%+17.5pp | 83.6%+4.7pp | 69.5%+18.8pp |
| Annual return | 11.71% | 23.06%-11.3pp | 205.93%-194.2pp | 73.14%-61.4pp |
| Employer contribution / active EE | $830 | $3,387-75.5% | $5,433-84.7% | $2,342-64.6% |
| Participant deferral / active EE | $1,007 | $3,086-67.4% | $4,939-79.6% | $3,332-69.8% |
| Admin fee / account holder | $765 | $5,698-86.6% | $13,880-94.5% | $4,645-83.5% |