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 4-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 | $11,876 | $89,753-86.8% | $107,525-89.0% | $84,808-86.0% |
| Participation rate | 73.1% | 68.1%+5.0pp | 75.1%-2.0pp | 68.3%+4.8pp |
| Annual return | 12.30% | 29.48%-17.2pp | 181.32%-169.0pp | 40.90%-28.6pp |
| Employer contribution / active EE | $2,988 | $3,113-4.0% | $3,754-20.4% | $2,631+13.6% |
| Participant deferral / active EE | $2,608 | $4,056-35.7% | $5,116-49.0% | $4,212-38.1% |
| Admin fee / account holder | $2,073 | $7,222-71.3% | $8,919-76.8% | $7,344-71.8% |