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 3-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 | $8,904 | $60,349-85.2% | $74,183-88.0% | $62,891-85.8% |
| Participation rate | 93.3% | 72.7%+20.6pp | 76.6%+16.7pp | 69.3%+24.0pp |
| Annual return | -0.82% | 21.37%-22.2pp | 17.74%-18.6pp | 20.14%-21.0pp |
| Employer contribution / active EE | $2,759 | $1,680+64.2% | $2,370+16.4% | $2,281+21.0% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $999 | $4,261-76.5% | $5,586-82.1% | $4,296-76.7% |