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 | $21,335 | $67,411-68.4% | $91,001-76.6% | $70,131-69.6% |
| Participation rate | 78.6% | 71.4%+7.2pp | 75.6%+3.0pp | 69.5%+9.0pp |
| Annual return | 12.44% | -40.16%+52.6pp | 4.60%+7.8pp | 73.14%-60.7pp |
| Employer contribution / active EE | $619 | $1,786-65.4% | $2,456-74.8% | $2,342-73.6% |
| Participant deferral / active EE | $1,690 | $2,823-40.1% | $3,547-52.4% | $3,332-49.3% |
| Admin fee / account holder | $4,708 | $4,236+11.1% | $5,417-13.1% | $4,645+1.3% |