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 | $20,110 | $123,793-83.8% | $177,821-88.7% | $79,858-74.8% |
| Participation rate | 98.7% | 84.7%+14.0pp | 87.7%+11.0pp | 69.6%+29.1pp |
| Annual return | 0.36% | 22.82%-22.5pp | 48.32%-48.0pp | 31.71%-31.4pp |
| Employer contribution / active EE | $1,299 | $4,095-68.3% | $5,918-78.1% | $2,471-47.4% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,522 | $7,243-79.0% | $12,427-87.8% | $5,306-71.3% |