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 | $2,909 | $60,022-95.2% | $88,946-96.7% | $84,808-96.6% |
| Participation rate | 73.1% | 57.8%+15.2pp | 68.8%+4.2pp | 68.3%+4.8pp |
| Annual return | 9.17% | 22.43%-13.3pp | 57.82%-48.7pp | 40.90%-31.7pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,010 | $3,114-35.5% | $4,581-56.1% | $4,212-52.3% |
| Admin fee / account holder | $6,034 | $4,811+25.4% | $8,261-27.0% | $7,344-17.8% |