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 | $24,936 | $138,347-82.0% | $184,203-86.5% | $80,856-69.2% |
| Participation rate | 97.7% | 83.9%+13.9pp | 86.8%+10.9pp | 67.6%+30.1pp |
| Annual return | 7.89% | 20.02%-12.1pp | 28.81%-20.9pp | 35.59%-27.7pp |
| Employer contribution / active EE | $2,299 | $4,850-52.6% | $6,427-64.2% | $2,755-16.6% |
| Participant deferral / active EE | $3,437 | $7,071-51.4% | $9,131-62.4% | $4,296-20.0% |
| Admin fee / account holder | $7,206 | $10,483-31.3% | $13,901-48.2% | $6,918+4.2% |