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 | $17,134 | $85,766-80.0% | $136,294-87.4% | $70,131-75.6% |
| Participation rate | 73.1% | 74.2%-1.1pp | 81.9%-8.8pp | 69.5%+3.5pp |
| Annual return | 7.22% | 31.45%-24.2pp | 5155.94%-5148.7pp | 73.14%-65.9pp |
| Employer contribution / active EE | $562 | $2,966-81.0% | $4,695-88.0% | $2,342-76.0% |
| Participant deferral / active EE | $4,743 | $5,051-6.1% | $6,247-24.1% | $3,332+42.4% |
| Admin fee / account holder | $17,921 | $5,420+230.6% | $9,243+93.9% | $4,645+285.8% |