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 | $19,206 | $54,541-64.8% | $78,778-75.6% | $70,131-72.6% |
| Participation rate | 80.8% | 60.8%+20.0pp | 69.2%+11.6pp | 69.5%+11.2pp |
| Annual return | 10.71% | 21.07%-10.4pp | 35.62%-24.9pp | 73.14%-62.4pp |
| Employer contribution / active EE | $1,100 | $1,089+1.0% | $1,986-44.6% | $2,342-53.1% |
| Participant deferral / active EE | $1,483 | $2,210-32.9% | $2,958-49.9% | $3,332-55.5% |
| Admin fee / account holder | $1,506 | $3,709-59.4% | $5,134-70.7% | $4,645-67.6% |