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 | $19,307 | $81,460-76.3% | $103,333-81.3% | $80,856-76.1% |
| Participation rate | 76.7% | 66.8%+9.8pp | 74.5%+2.2pp | 67.6%+9.0pp |
| Annual return | 9.39% | 25.55%-16.2pp | 24.88%-15.5pp | 35.59%-26.2pp |
| Employer contribution / active EE | $1,938 | $3,105-37.6% | $3,868-49.9% | $2,755-29.6% |
| Participant deferral / active EE | $3,317 | $3,869-14.3% | $5,057-34.4% | $4,296-22.8% |
| Admin fee / account holder | $1,238 | $6,566-81.1% | $8,355-85.2% | $6,918-82.1% |