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 | $21,769 | $67,606-67.8% | $82,313-73.6% | $70,131-69.0% |
| Participation rate | 97.4% | 72.8%+24.7pp | 76.9%+20.5pp | 69.5%+27.9pp |
| Annual return | 11.46% | 21.57%-10.1pp | 25.88%-14.4pp | 73.14%-61.7pp |
| Employer contribution / active EE | $3,077 | $1,755+75.3% | $2,428+26.7% | $2,342+31.4% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,646 | $4,512-63.5% | $5,608-70.7% | $4,645-64.6% |