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 | $26,112 | $101,724-74.3% | $164,813-84.2% | $80,856-67.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 9.24% | 16.72%-7.5pp | 69.93%-60.7pp | 35.59%-26.4pp |
| Employer contribution / active EE | $1,245 | $2,953-57.8% | $4,341-71.3% | $2,755-54.8% |
| Participant deferral / active EE | $2,711 | $4,477-39.4% | $6,031-55.1% | $4,296-36.9% |
| Admin fee / account holder | $1,386 | $8,227-83.2% | $12,690-89.1% | $6,918-80.0% |