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 | $32,214 | $95,803-66.4% | $113,168-71.5% | $84,808-62.0% |
| Participation rate | 96.6% | 72.9%+23.7pp | 76.6%+20.0pp | 68.3%+28.2pp |
| Annual return | 8.17% | 25.00%-16.8pp | 24.27%-16.1pp | 40.90%-32.7pp |
| Employer contribution / active EE | $1,681 | $2,360-28.8% | $2,975-43.5% | $2,631-36.1% |
| Participant deferral / active EE | $4,019 | $4,242-5.3% | $5,107-21.3% | $4,212-4.6% |
| Admin fee / account holder | $2,614 | $8,989-70.9% | $12,068-78.3% | $7,344-64.4% |