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 | $10,261 | $58,264-82.4% | $86,612-88.2% | $71,457-85.6% |
| Participation rate | 75.5% | 65.0%+10.5pp | 71.7%+3.8pp | 67.9%+7.6pp |
| Annual return | 9.93% | 21.63%-11.7pp | 591.07%-581.1pp | 28.85%-18.9pp |
| Employer contribution / active EE | $766 | $2,574-70.3% | $3,022-74.7% | $2,588-70.4% |
| Participant deferral / active EE | $1,800 | $3,436-47.6% | $4,438-59.4% | $4,289-58.0% |
| Admin fee / account holder | $2,100 | $1,057+98.7% | $5,614-62.6% | $1,587+32.3% |