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 | $57,590-94.9% | $86,233-96.6% | $82,448-96.5% |
| Participation rate | 73.1% | 57.9%+15.2pp | 69.0%+4.1pp | 68.1%+5.0pp |
| Annual return | 9.17% | 22.41%-13.2pp | 61.39%-52.2pp | 41.64%-32.5pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,010 | $3,080-34.8% | $4,559-55.9% | $4,139-51.5% |
| Admin fee / account holder | $6,034 | $4,730+27.6% | $8,342-27.7% | $7,234-16.6% |