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 | $14,620 | $102,382-85.7% | $147,005-90.1% | $80,874-81.9% |
| Participation rate | 85.2% | 75.8%+9.3pp | 82.2%+3.0pp | 67.6%+17.5pp |
| Annual return | 6.12% | 134.89%-128.8pp | 418.76%-412.6pp | 35.62%-29.5pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,004 | $6,646-39.8% | $8,070-50.4% | $4,297-6.8% |
| Admin fee / account holder | $5,344 | $7,942-32.7% | $13,006-58.9% | $6,935-22.9% |