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 | $5,392 | $96,557-94.4% | $80,975-93.3% | $273,961-98.0% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 2.60% | 15.14%-12.5pp | 17.10%-14.5pp | 41.45%-38.9pp |
| Employer contribution / active EE | $2,721 | $4,868-44.1% | $3,714-26.8% | $4,869-44.1% |
| Participant deferral / active EE | $4,073 | $6,598-38.3% | $5,696-28.5% | $5,287-23.0% |
| Admin fee / account holder | $9,535 | $7,492+27.3% | $5,516+72.9% | $10,132-5.9% |