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 5-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 | $8,337 | $86,929-90.4% | $102,423-91.9% | $80,856-89.7% |
| Participation rate | 93.4% | 72.4%+21.1pp | 76.5%+17.0pp | 67.6%+25.8pp |
| Annual return | 7.67% | 18.88%-11.2pp | 29.32%-21.7pp | 35.59%-27.9pp |
| Employer contribution / active EE | $1,405 | $2,369-40.7% | $3,023-53.5% | $2,755-49.0% |
| Participant deferral / active EE | $2,220 | $4,118-46.1% | $5,053-56.1% | $4,296-48.3% |
| Admin fee / account holder | $674 | $8,049-91.6% | $9,451-92.9% | $6,918-90.3% |