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 | $7,471 | $49,280-84.8% | $67,313-88.9% | $64,186-88.4% |
| Participation rate | 70.8% | 60.8%+10.0pp | 69.1%+1.7pp | 69.6%+1.2pp |
| Annual return | -9.21% | -1.39%-7.8pp | -4.08%-5.1pp | 7.63%-16.8pp |
| Employer contribution / active EE | $392 | $1,668-76.5% | $2,566-84.7% | $2,381-83.5% |
| Participant deferral / active EE | $1,820 | $2,484-26.8% | $3,568-49.0% | $3,470-47.6% |
| Admin fee / account holder | $3,984 | $3,863+3.2% | $4,507-11.6% | $4,888-18.5% |