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 | $17,580 | $106,749-83.5% | $145,433-87.9% | $82,448-78.7% |
| Participation rate | 86.3% | 75.6%+10.6pp | 82.1%+4.2pp | 68.1%+18.2pp |
| Annual return | 10.96% | 27.59%-16.6pp | 66.58%-55.6pp | 41.64%-30.7pp |
| Employer contribution / active EE | $952 | $3,444-72.4% | $4,554-79.1% | $2,551-62.7% |
| Participant deferral / active EE | $3,806 | $6,519-41.6% | $7,897-51.8% | $4,139-8.1% |
| Admin fee / account holder | $5,673 | $8,390-32.4% | $13,129-56.8% | $7,234-21.6% |