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 | $15,201 | $77,896-80.5% | $134,172-88.7% | $82,448-81.6% |
| Participation rate | 73.1% | 62.8%+10.3pp | 72.5%+0.6pp | 68.1%+5.0pp |
| Annual return | 9.76% | 18.21%-8.5pp | 25.30%-15.5pp | 41.64%-31.9pp |
| Employer contribution / active EE | $600 | $2,159-72.2% | $3,420-82.5% | $2,551-76.5% |
| Participant deferral / active EE | $2,699 | $3,162-14.7% | $4,690-42.5% | $4,139-34.8% |
| Admin fee / account holder | $10,926 | $6,336+72.4% | $12,016-9.1% | $7,234+51.0% |