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 | $19,849 | $69,977-71.6% | $108,579-81.7% | $62,891-68.4% |
| Participation rate | 97.5% | 72.9%+24.6pp | 79.6%+17.9pp | 69.3%+28.2pp |
| Annual return | 4.21% | 10.73%-6.5pp | -51.70%+55.9pp | 20.14%-15.9pp |
| Employer contribution / active EE | $1,210 | $2,135-43.3% | $3,758-67.8% | $2,281-47.0% |
| Participant deferral / active EE | $2,642 | $3,165-16.5% | $4,311-38.7% | $3,203-17.5% |
| Admin fee / account holder | $2,393 | $5,076-52.9% | $7,645-68.7% | $4,296-44.3% |