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 | $12,433 | $40,949-69.6% | $181,922-93.2% | $40,949-69.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 91.6%+8.4pp | 68.5%+31.5pp |
| Annual return | 3.95% | 8.88%-4.9pp | 8.70%-4.8pp | 8.88%-4.9pp |
| Employer contribution / active EE | $1,967 | $3,421-42.5% | $8,201-76.0% | $3,421-42.5% |
| Participant deferral / active EE | $0 | $4,053-100.0% | $453-100.0% | $4,053-100.0% |
| Admin fee / account holder | $1,936 | $6,886-71.9% | $144,726-98.7% | $6,886-71.9% |