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 10-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 | $16,581 | $54,541-69.6% | $78,778-79.0% | $70,131-76.4% |
| Participation rate | 83.0% | 60.8%+22.2pp | 69.2%+13.8pp | 69.5%+13.4pp |
| Annual return | 11.35% | 21.07%-9.7pp | 35.62%-24.3pp | 73.14%-61.8pp |
| Employer contribution / active EE | $532 | $1,089-51.1% | $1,986-73.2% | $2,342-77.3% |
| Participant deferral / active EE | $1,643 | $2,210-25.7% | $2,958-44.5% | $3,332-50.7% |
| Admin fee / account holder | $1,593 | $3,709-57.1% | $5,134-69.0% | $4,645-65.7% |