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 | $22,637 | $67,606-66.5% | $82,313-72.5% | $70,131-67.7% |
| Participation rate | 97.7% | 72.8%+24.9pp | 76.9%+20.8pp | 69.5%+28.1pp |
| Annual return | 10.91% | 21.57%-10.7pp | 25.88%-15.0pp | 73.14%-62.2pp |
| Employer contribution / active EE | $1,163 | $1,755-33.7% | $2,428-52.1% | $2,342-50.4% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $344 | $4,512-92.4% | $5,608-93.9% | $4,645-92.6% |