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 | $22,560 | $78,422-71.2% | $95,952-76.5% | $79,858-71.8% |
| Participation rate | 87.1% | 73.5%+13.6pp | 77.1%+10.0pp | 69.6%+17.5pp |
| Annual return | 9.45% | 19.37%-9.9pp | 91.61%-82.2pp | 31.71%-22.3pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,883 | $3,440-45.3% | $4,167-54.8% | $3,740-49.7% |
| Admin fee / account holder | $8,878 | $5,622+57.9% | $6,795+30.6% | $5,306+67.3% |