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 | $10,184 | $99,020-89.7% | $86,590-88.2% | $147,584-93.1% |
| Participation rate | 77.8% | 76.3%+1.4pp | 73.5%+4.2pp | 82.8%-5.1pp |
| Annual return | 8.46% | 1312.34%-1303.9pp | 964.84%-956.4pp | 578.55%-570.1pp |
| Employer contribution / active EE | $773 | $3,132-75.3% | $2,839-72.8% | $4,876-84.1% |
| Participant deferral / active EE | $5,538 | $3,972+39.4% | $3,609+53.5% | $5,439+1.8% |
| Admin fee / account holder | $302 | $5,710-94.7% | $4,906-93.8% | $10,885-97.2% |