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 | $5,534 | $47,944-88.5% | $67,834-91.8% | $62,891-91.2% |
| Participation rate | 100.0% | 61.1%+38.9pp | 68.8%+31.2pp | 69.3%+30.7pp |
| Annual return | 4.01% | 11.77%-7.8pp | 138.47%-134.5pp | 20.14%-16.1pp |
| Employer contribution / active EE | $1,570 | $1,562+0.5% | $2,403-34.7% | $2,281-31.2% |
| Participant deferral / active EE | $3,412 | $2,247+51.9% | $3,160+8.0% | $3,203+6.5% |
| Admin fee / account holder | $322 | $3,712-91.3% | $4,622-93.0% | $4,296-92.5% |