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 | $5,270 | $70,669-92.5% | $169,368-96.9% | $75,163-93.0% |
| Participation rate | 76.0% | 64.8%+11.2pp | 77.1%-1.1pp | 67.2%+8.8pp |
| Annual return | 9.66% | 36.36%-26.7pp | 405.60%-395.9pp | 160.62%-151.0pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,062 | $4,311-52.2% | $6,221-66.9% | $4,125-50.0% |
| Admin fee / account holder | $3,997 | $5,402-26.0% | $9,003-55.6% | $5,651-29.3% |