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 | $10,722 | $91,190-88.2% | $178,490-94.0% | $79,858-86.6% |
| Participation rate | 80.4% | 69.2%+11.2pp | 81.9%-1.5pp | 69.6%+10.8pp |
| Annual return | 0.64% | 24.19%-23.6pp | 151.07%-150.4pp | 31.71%-31.1pp |
| Employer contribution / active EE | $1,478 | $3,256-54.6% | $5,011-70.5% | $2,471-40.2% |
| Participant deferral / active EE | $1,388 | $3,236-57.1% | $5,202-73.3% | $3,740-62.9% |
| Admin fee / account holder | $875 | $6,751-87.0% | $13,984-93.7% | $5,306-83.5% |