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 3-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 | $9,124 | $81,248-88.8% | $155,509-94.1% | $80,856-88.7% |
| Participation rate | 88.0% | 66.2%+21.8pp | 78.2%+9.8pp | 67.6%+20.4pp |
| Annual return | 9.44% | 33.31%-23.9pp | 64.67%-55.2pp | 35.59%-26.2pp |
| Employer contribution / active EE | $986 | $3,100-68.2% | $4,672-78.9% | $2,755-64.2% |
| Participant deferral / active EE | $2,201 | $3,452-36.2% | $5,626-60.9% | $4,296-48.8% |
| Admin fee / account holder | $1,275 | $7,997-84.1% | $15,912-92.0% | $6,918-81.6% |