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 | $16,789 | $95,803-82.5% | $113,168-85.2% | $84,808-80.2% |
| Participation rate | 80.0% | 72.9%+7.1pp | 76.6%+3.4pp | 68.3%+11.7pp |
| Annual return | 10.48% | 25.00%-14.5pp | 24.27%-13.8pp | 40.90%-30.4pp |
| Employer contribution / active EE | $1,872 | $2,360-20.7% | $2,975-37.1% | $2,631-28.8% |
| Participant deferral / active EE | $2,970 | $4,242-30.0% | $5,107-41.8% | $4,212-29.5% |
| Admin fee / account holder | $333 | $8,989-96.3% | $12,068-97.2% | $7,344-95.5% |