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 | $13,691 | $58,512-76.6% | $84,015-83.7% | $72,985-81.2% |
| Participation rate | 96.6% | 61.2%+35.3pp | 69.0%+27.5pp | 69.5%+27.1pp |
| Annual return | 15.77% | 28.93%-13.2pp | 71.31%-55.5pp | 81.00%-65.2pp |
| Employer contribution / active EE | $1,724 | $1,163+48.3% | $1,983-13.1% | $2,440-29.3% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,607-100.0% |
| Admin fee / account holder | $626 | $4,569-86.3% | $6,101-89.7% | $5,124-87.8% |