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 9-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 | $10,782 | $102,616-89.5% | $81,983-86.8% | $158,922-93.2% |
| Participation rate | 84.6% | 75.5%+9.1pp | 69.2%+15.4pp | 82.0%+2.7pp |
| Annual return | 0.44% | 61.04%-60.6pp | 41.31%-40.9pp | 302.83%-302.4pp |
| Employer contribution / active EE | $853 | $3,240-73.7% | $2,498-65.8% | $4,761-82.1% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $3,722-100.0% | $5,982-100.0% |
| Admin fee / account holder | $15,354 | $8,235+86.5% | $5,664+171.1% | $11,246+36.5% |