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 7-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 | $7,912 | $91,190-91.3% | $178,490-95.6% | $79,858-90.1% |
| Participation rate | 95.7% | 69.2%+26.5pp | 81.9%+13.7pp | 69.6%+26.0pp |
| Annual return | 2.48% | 24.19%-21.7pp | 151.07%-148.6pp | 31.71%-29.2pp |
| Employer contribution / active EE | $1,095 | $3,256-66.4% | $5,011-78.1% | $2,471-55.7% |
| Participant deferral / active EE | $1,320 | $3,236-59.2% | $5,202-74.6% | $3,740-64.7% |
| Admin fee / account holder | $1,312 | $6,751-80.6% | $13,984-90.6% | $5,306-75.3% |