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 | $10,030 | $39,122-74.4% | $57,179-82.5% | $62,891-84.1% |
| Participation rate | 98.4% | 70.5%+27.9pp | 75.3%+23.0pp | 69.3%+29.1pp |
| Annual return | -2.11% | 9.23%-11.3pp | 14.59%-16.7pp | 20.14%-22.2pp |
| Employer contribution / active EE | $1,172 | $1,874-37.5% | $2,682-56.3% | $2,281-48.6% |
| Participant deferral / active EE | $1,103 | $2,374-53.6% | $3,096-64.4% | $3,203-65.6% |
| Admin fee / account holder | $1,017 | $2,592-60.8% | $3,139-67.6% | $4,296-76.3% |