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 | $13,071 | $48,076-72.8% | $78,689-83.4% | $62,891-79.2% |
| Participation rate | 96.4% | 65.2%+31.2pp | 73.6%+22.9pp | 69.3%+27.1pp |
| Annual return | 4.19% | 31.35%-27.2pp | 62.18%-58.0pp | 20.14%-16.0pp |
| Employer contribution / active EE | $808 | $2,015-59.9% | $2,851-71.7% | $2,281-64.6% |
| Participant deferral / active EE | $1,131 | $2,588-56.3% | $3,517-67.8% | $3,203-64.7% |
| Admin fee / account holder | $1,096 | $3,207-65.8% | $4,510-75.7% | $4,296-74.5% |