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 | $7,000 | $52,580-86.7% | $71,671-90.2% | $70,131-90.0% |
| Participation rate | 70.8% | 60.9%+10.0pp | 68.7%+2.1pp | 69.5%+1.3pp |
| Annual return | 10.11% | 20.25%-10.1pp | 20.65%-10.5pp | 73.14%-63.0pp |
| Employer contribution / active EE | $359 | $1,616-77.8% | $2,460-85.4% | $2,342-84.7% |
| Participant deferral / active EE | $1,313 | $2,386-45.0% | $3,438-61.8% | $3,332-60.6% |
| Admin fee / account holder | $2,288 | $3,653-37.4% | $5,558-58.8% | $4,645-50.8% |