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 | $15,171 | $58,523-74.1% | $99,443-84.7% | $72,985-79.2% |
| Participation rate | 77.0% | 64.6%+12.4pp | 73.8%+3.2pp | 69.5%+7.6pp |
| Annual return | 15.90% | 28.51%-12.6pp | 30.72%-14.8pp | 81.00%-65.1pp |
| Employer contribution / active EE | $1,353 | $1,512-10.5% | $2,540-46.7% | $2,440-44.5% |
| Participant deferral / active EE | $2,076 | $2,606-20.3% | $3,619-42.6% | $3,607-42.4% |
| Admin fee / account holder | $3,018 | $4,102-26.4% | $6,250-51.7% | $5,124-41.1% |