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 | $19,338 | $60,349-68.0% | $74,183-73.9% | $62,891-69.3% |
| Participation rate | 96.9% | 72.7%+24.1pp | 76.6%+20.3pp | 69.3%+27.6pp |
| Annual return | 4.39% | 21.37%-17.0pp | 17.74%-13.3pp | 20.14%-15.7pp |
| Employer contribution / active EE | $1,604 | $1,680-4.5% | $2,370-32.3% | $2,281-29.7% |
| Participant deferral / active EE | $2,417 | $2,856-15.4% | $3,550-31.9% | $3,203-24.5% |
| Admin fee / account holder | $18,260 | $4,261+328.5% | $5,586+226.9% | $4,296+325.1% |