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 | $4,430 | $71,050-93.8% | $93,606-95.3% | $80,856-94.5% |
| Participation rate | 93.1% | 60.4%+32.7pp | 68.7%+24.4pp | 67.6%+25.5pp |
| Annual return | 9.42% | 11.26%-1.8pp | 133.20%-123.8pp | 35.59%-26.2pp |
| Employer contribution / active EE | $2,069 | $1,564+32.3% | $2,420-14.5% | $2,755-24.9% |
| Participant deferral / active EE | $2,814 | $4,034-30.2% | $4,411-36.2% | $4,296-34.5% |
| Admin fee / account holder | $19,108 | $6,945+175.1% | $8,285+130.6% | $6,918+176.2% |