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 | $23,610 | $108,825-78.3% | $156,181-84.9% | $82,448-71.4% |
| Participation rate | 74.2% | 72.4%+1.8pp | 78.8%-4.6pp | 68.1%+6.1pp |
| Annual return | 10.38% | 20.59%-10.2pp | 64.87%-54.5pp | 41.64%-31.3pp |
| Employer contribution / active EE | $966 | $2,870-66.3% | $4,294-77.5% | $2,551-62.1% |
| Participant deferral / active EE | $2,077 | $4,577-54.6% | $6,132-66.1% | $4,139-49.8% |
| Admin fee / account holder | $6,411 | $9,341-31.4% | $14,586-56.0% | $7,234-11.4% |