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 | $3,082 | $58,523-94.7% | $99,443-96.9% | $72,985-95.8% |
| Participation rate | 88.0% | 64.6%+23.4pp | 73.8%+14.2pp | 69.5%+18.5pp |
| Annual return | 14.33% | 28.51%-14.2pp | 30.72%-16.4pp | 81.00%-66.7pp |
| Employer contribution / active EE | $625 | $1,512-58.6% | $2,540-75.4% | $2,440-74.4% |
| Participant deferral / active EE | $1,336 | $2,606-48.7% | $3,619-63.1% | $3,607-63.0% |
| Admin fee / account holder | $4,155 | $4,102+1.3% | $6,250-33.5% | $5,124-18.9% |