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 | $10,055 | $58,512-82.8% | $84,015-88.0% | $72,985-86.2% |
| Participation rate | 85.7% | 61.2%+24.5pp | 69.0%+16.7pp | 69.5%+16.2pp |
| Annual return | 15.66% | 28.93%-13.3pp | 71.31%-55.7pp | 81.00%-65.3pp |
| Employer contribution / active EE | $861 | $1,163-26.0% | $1,983-56.6% | $2,440-64.7% |
| Participant deferral / active EE | $3,515 | $2,394+46.8% | $3,239+8.5% | $3,607-2.6% |
| Admin fee / account holder | $5,506 | $4,569+20.5% | $6,101-9.7% | $5,124+7.5% |