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 | $12,630 | $58,879-78.6% | $178,490-92.9% | $73,488-82.8% |
| Participation rate | 78.1% | 66.2%+11.9pp | 81.9%-3.8pp | 70.7%+7.4pp |
| Annual return | 2.30% | 24.86%-22.6pp | 151.07%-148.8pp | 28.51%-26.2pp |
| Employer contribution / active EE | $1,864 | $2,236-16.7% | $5,011-62.8% | $2,270-17.9% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $365 | $400-8.9% | $13,984-97.4% | $513-28.9% |