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 | $10,429 | $85,202-87.8% | $172,739-94.0% | $72,985-85.7% |
| Participation rate | 97.0% | 70.1%+26.9pp | 82.6%+14.3pp | 69.5%+27.5pp |
| Annual return | 3.08% | 27.32%-24.2pp | 802.84%-799.8pp | 81.00%-77.9pp |
| Employer contribution / active EE | $1,212 | $3,324-63.5% | $5,143-76.4% | $2,440-50.3% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,607-100.0% |
| Admin fee / account holder | $2,002 | $5,884-66.0% | $13,954-85.7% | $5,124-60.9% |