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 | $28,427 | $83,477-65.9% | $125,175-77.3% | $72,985-61.1% |
| Participation rate | 94.4% | 73.3%+21.1pp | 79.8%+14.7pp | 69.5%+25.0pp |
| Annual return | 7.21% | 25.78%-18.6pp | 43.79%-36.6pp | 81.00%-73.8pp |
| Employer contribution / active EE | $1,530 | $2,345-34.8% | $3,865-60.4% | $2,440-37.3% |
| Participant deferral / active EE | $2,611 | $3,585-27.2% | $4,937-47.1% | $3,607-27.6% |
| Admin fee / account holder | $1,650 | $5,517-70.1% | $9,702-83.0% | $5,124-67.8% |