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 | $21,321 | $86,286-75.3% | $111,297-80.8% | $85,850-75.2% |
| Participation rate | 86.5% | 73.3%+13.2pp | 77.3%+9.2pp | 69.3%+17.2pp |
| Annual return | 10.52% | 19.99%-9.5pp | 54.65%-44.1pp | 318.53%-308.0pp |
| Employer contribution / active EE | $1,335 | $2,043-34.7% | $2,731-51.1% | $2,565-48.0% |
| Participant deferral / active EE | $3,027 | $3,641-16.9% | $4,487-32.5% | $3,952-23.4% |
| Admin fee / account holder | $1,999 | $8,188-75.6% | $7,964-74.9% | $6,260-68.1% |