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 | $11,111 | $50,464-78.0% | $75,781-85.3% | $52,331-78.8% |
| Participation rate | 98.1% | 66.8%+31.3pp | 75.8%+22.3pp | 68.1%+30.0pp |
| Annual return | -3.13% | 1.03%-4.2pp | 9.68%-12.8pp | 4.54%-7.7pp |
| Employer contribution / active EE | $3,929 | $1,988+97.6% | $3,323+18.2% | $1,882+108.8% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,651-100.0% | $3,022-100.0% |
| Admin fee / account holder | $1,837 | $1,103+66.6% | $5,299-65.3% | $592+210.6% |