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 | $26,882 | $78,705-65.8% | $117,854-77.2% | $70,131-61.7% |
| Participation rate | 92.5% | 73.2%+19.3pp | 79.7%+12.8pp | 69.5%+23.0pp |
| Annual return | 8.21% | 23.30%-15.1pp | 335.08%-326.9pp | 73.14%-64.9pp |
| Employer contribution / active EE | $1,147 | $2,223-48.4% | $3,786-69.7% | $2,342-51.1% |
| Participant deferral / active EE | $1,581 | $3,297-52.0% | $4,482-64.7% | $3,332-52.5% |
| Admin fee / account holder | $309 | $5,065-93.9% | $8,020-96.1% | $4,645-93.3% |