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 | $20,704 | $91,552-77.4% | $133,956-84.5% | $79,858-74.1% |
| Participation rate | 70.9% | 73.3%-2.4pp | 79.8%-8.9pp | 69.6%+1.3pp |
| Annual return | 7.02% | 61.85%-54.8pp | 45.09%-38.1pp | 31.71%-24.7pp |
| Employer contribution / active EE | $622 | $2,384-73.9% | $3,919-84.1% | $2,471-74.8% |
| Participant deferral / active EE | $2,423 | $3,733-35.1% | $5,048-52.0% | $3,740-35.2% |
| Admin fee / account holder | $1,189 | $6,321-81.2% | $8,927-86.7% | $5,306-77.6% |