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 | $11,289 | $48,076-76.5% | $78,689-85.7% | $62,891-82.1% |
| Participation rate | 73.1% | 65.2%+7.9pp | 73.6%-0.5pp | 69.3%+3.8pp |
| Annual return | 0.58% | 31.35%-30.8pp | 62.18%-61.6pp | 20.14%-19.6pp |
| Employer contribution / active EE | $396 | $2,015-80.3% | $2,851-86.1% | $2,281-82.6% |
| Participant deferral / active EE | $1,281 | $2,588-50.5% | $3,517-63.6% | $3,203-60.0% |
| Admin fee / account holder | $697 | $3,207-78.3% | $4,510-84.6% | $4,296-83.8% |