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 | $3,489 | $81,248-95.7% | $155,509-97.8% | $80,856-95.7% |
| Participation rate | 95.8% | 66.2%+29.5pp | 78.2%+17.6pp | 67.6%+28.1pp |
| Annual return | 1.36% | 33.31%-32.0pp | 64.67%-63.3pp | 35.59%-34.2pp |
| Employer contribution / active EE | $2,265 | $3,100-26.9% | $4,672-51.5% | $2,755-17.8% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,626-100.0% | $4,296-100.0% |
| Admin fee / account holder | $567 | $7,997-92.9% | $15,912-96.4% | $6,918-91.8% |