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 | $22,407 | $138,347-83.8% | $184,203-87.8% | $80,856-72.3% |
| Participation rate | 76.9% | 83.9%-6.9pp | 86.8%-9.9pp | 67.6%+9.3pp |
| Annual return | 1.31% | 20.02%-18.7pp | 28.81%-27.5pp | 35.59%-34.3pp |
| Employer contribution / active EE | $3,559 | $4,850-26.6% | $6,427-44.6% | $2,755+29.2% |
| Participant deferral / active EE | $11,323 | $7,071+60.1% | $9,131+24.0% | $4,296+163.6% |
| Admin fee / account holder | $4,201 | $10,483-59.9% | $13,901-69.8% | $6,918-39.3% |