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 4-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 | $12,316 | $71,050-82.7% | $93,606-86.8% | $80,856-84.8% |
| Participation rate | 90.6% | 60.4%+30.2pp | 68.7%+21.9pp | 67.6%+23.0pp |
| Annual return | 4.65% | 11.26%-6.6pp | 133.20%-128.5pp | 35.59%-30.9pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,804 | $4,034-55.3% | $4,411-59.1% | $4,296-58.0% |
| Admin fee / account holder | $8,092 | $6,945+16.5% | $8,285-2.3% | $6,918+17.0% |