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 | $33,642 | $123,793-72.8% | $177,821-81.1% | $79,858-57.9% |
| Participation rate | 77.8% | 84.7%-6.9pp | 87.7%-9.9pp | 69.6%+8.1pp |
| Annual return | 7.40% | 22.82%-15.4pp | 48.32%-40.9pp | 31.71%-24.3pp |
| Employer contribution / active EE | $1,733 | $4,095-57.7% | $5,918-70.7% | $2,471-29.8% |
| Participant deferral / active EE | $3,750 | $5,956-37.0% | $7,714-51.4% | $3,740+0.3% |
| Admin fee / account holder | $8,812 | $7,243+21.7% | $12,427-29.1% | $5,306+66.1% |