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 | $8,571 | $77,634-89.0% | $156,549-94.5% | $62,891-86.4% |
| Participation rate | 87.1% | 71.2%+15.9pp | 84.0%+3.1pp | 69.3%+17.8pp |
| Annual return | 1.27% | 50.32%-49.1pp | 32.23%-31.0pp | 20.14%-18.9pp |
| Employer contribution / active EE | $1,192 | $3,444-65.4% | $5,501-78.3% | $2,281-47.7% |
| Participant deferral / active EE | $1,041 | $3,045-65.8% | $4,871-78.6% | $3,203-67.5% |
| Admin fee / account holder | $5,829 | $5,561+4.8% | $13,027-55.3% | $4,296+35.7% |