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 | $5,692 | $91,190-93.8% | $178,490-96.8% | $79,858-92.9% |
| Participation rate | 90.1% | 69.2%+20.9pp | 81.9%+8.2pp | 69.6%+20.5pp |
| Annual return | 9.80% | 24.19%-14.4pp | 151.07%-141.3pp | 31.71%-21.9pp |
| Employer contribution / active EE | $623 | $3,256-80.9% | $5,011-87.6% | $2,471-74.8% |
| Participant deferral / active EE | $933 | $3,236-71.2% | $5,202-82.1% | $3,740-75.1% |
| Admin fee / account holder | $498 | $6,751-92.6% | $13,984-96.4% | $5,306-90.6% |