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 | $20,257 | $67,606-70.0% | $82,313-75.4% | $70,131-71.1% |
| Participation rate | 89.3% | 72.8%+16.5pp | 76.9%+12.4pp | 69.5%+19.7pp |
| Annual return | 9.22% | 21.57%-12.3pp | 25.88%-16.7pp | 73.14%-63.9pp |
| Employer contribution / active EE | $869 | $1,755-50.5% | $2,428-64.2% | $2,342-62.9% |
| Participant deferral / active EE | $2,680 | $2,987-10.3% | $3,706-27.7% | $3,332-19.6% |
| Admin fee / account holder | $4,520 | $4,512+0.2% | $5,608-19.4% | $4,645-2.7% |