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 6-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 | $16,348 | $93,571-82.5% | $135,903-88.0% | $75,163-78.3% |
| Participation rate | 90.9% | 75.2%+15.7pp | 81.9%+9.0pp | 67.2%+23.7pp |
| Annual return | 13.78% | 30.90%-17.1pp | 68.23%-54.5pp | 160.62%-146.8pp |
| Employer contribution / active EE | $1,495 | $3,537-57.7% | $4,856-69.2% | $2,670-44.0% |
| Participant deferral / active EE | $2,635 | $6,404-58.9% | $7,758-66.0% | $4,125-36.1% |
| Admin fee / account holder | $4,283 | $6,975-38.6% | $10,762-60.2% | $5,651-24.2% |