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 | $21,849 | $76,367-71.4% | $93,606-76.7% | $72,985-70.1% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 11.49% | 25.82%-14.3pp | 32.76%-21.3pp | 81.00%-69.5pp |
| Employer contribution / active EE | $1,263 | $2,275-44.5% | $2,718-53.5% | $2,440-48.2% |
| Participant deferral / active EE | $1,403 | $3,538-60.3% | $4,069-65.5% | $3,607-61.1% |
| Admin fee / account holder | $3,621 | $6,838-47.1% | $7,888-54.1% | $5,124-29.3% |