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 | $12,394 | $63,346-80.4% | $92,233-86.6% | $70,131-82.3% |
| Participation rate | 87.1% | 68.7%+18.4pp | 76.5%+10.6pp | 69.5%+17.6pp |
| Annual return | 3.71% | 530.12%-526.4pp | 176.28%-172.6pp | 73.14%-69.4pp |
| Employer contribution / active EE | $1,874 | $2,471-24.1% | $3,679-49.1% | $2,342-20.0% |
| Participant deferral / active EE | $2,281 | $2,854-20.1% | $3,897-41.5% | $3,332-31.5% |
| Admin fee / account holder | $690 | $3,840-82.0% | $5,194-86.7% | $4,645-85.1% |