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 | $6,866 | $48,076-85.7% | $78,689-91.3% | $62,891-89.1% |
| Participation rate | 82.8% | 65.2%+17.5pp | 73.6%+9.2pp | 69.3%+13.5pp |
| Annual return | 3.94% | 31.35%-27.4pp | 62.18%-58.2pp | 20.14%-16.2pp |
| Employer contribution / active EE | $1,166 | $2,015-42.1% | $2,851-59.1% | $2,281-48.9% |
| Participant deferral / active EE | $1,496 | $2,588-42.2% | $3,517-57.4% | $3,203-53.3% |
| Admin fee / account holder | $787 | $3,207-75.4% | $4,510-82.5% | $4,296-81.7% |