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 | $12,007 | $84,233-85.7% | $170,442-93.0% | $70,131-82.9% |
| Participation rate | 88.7% | 70.8%+17.8pp | 83.6%+5.1pp | 69.5%+19.1pp |
| Annual return | 7.69% | 23.06%-15.4pp | 205.93%-198.2pp | 73.14%-65.5pp |
| Employer contribution / active EE | $1,423 | $3,387-58.0% | $5,433-73.8% | $2,342-39.2% |
| Participant deferral / active EE | $1,614 | $3,086-47.7% | $4,939-67.3% | $3,332-51.6% |
| Admin fee / account holder | $1,120 | $5,698-80.3% | $13,880-91.9% | $4,645-75.9% |