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 5-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 | $13,223 | $81,460-83.8% | $103,333-87.2% | $80,856-83.6% |
| Participation rate | 97.0% | 66.8%+30.1pp | 74.5%+22.5pp | 67.6%+29.3pp |
| Annual return | 9.86% | 25.55%-15.7pp | 24.88%-15.0pp | 35.59%-25.7pp |
| Employer contribution / active EE | $1,946 | $3,105-37.3% | $3,868-49.7% | $2,755-29.4% |
| Participant deferral / active EE | $3,500 | $3,869-9.5% | $5,057-30.8% | $4,296-18.5% |
| Admin fee / account holder | $1,133 | $6,566-82.7% | $8,355-86.4% | $6,918-83.6% |