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 | $17,426 | $98,652-82.3% | $142,942-87.8% | $82,448-78.9% |
| Participation rate | 82.9% | 72.8%+10.1pp | 76.8%+6.0pp | 68.1%+14.8pp |
| Annual return | 11.78% | 22.65%-10.9pp | 113.70%-101.9pp | 41.64%-29.9pp |
| Employer contribution / active EE | $1,856 | $3,211-42.2% | $4,139-55.2% | $2,551-27.2% |
| Participant deferral / active EE | $2,877 | $5,580-48.5% | $7,128-59.6% | $4,139-30.5% |
| Admin fee / account holder | $33,438 | $8,078+314.0% | $12,475+168.0% | $7,234+362.2% |