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 7-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 | $5,657 | $68,573-91.8% | $120,368-95.3% | $80,874-93.0% |
| Participation rate | 89.1% | 61.6%+27.5pp | 71.9%+17.2pp | 67.6%+21.4pp |
| Annual return | 10.27% | 23.61%-13.3pp | 107.26%-97.0pp | 35.62%-25.3pp |
| Employer contribution / active EE | $1,253 | $2,052-38.9% | $3,465-63.8% | $2,756-54.5% |
| Participant deferral / active EE | $1,948 | $3,174-38.6% | $4,991-61.0% | $4,297-54.7% |
| Admin fee / account holder | $1,709 | $5,734-70.2% | $9,429-81.9% | $6,935-75.4% |