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 | $9,228 | $63,764-85.5% | $81,930-88.7% | $79,858-88.4% |
| Participation rate | 81.1% | 67.5%+13.6pp | 72.0%+9.1pp | 69.6%+11.4pp |
| Annual return | 7.30% | 22.66%-15.4pp | 29.49%-22.2pp | 31.71%-24.4pp |
| Employer contribution / active EE | $484 | $1,795-73.0% | $4,310-88.8% | $2,471-80.4% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,107-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,188 | $4,426-73.2% | $5,158-77.0% | $5,306-77.6% |