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 | $8,060 | $124,281-93.5% | $109,143-92.6% | $167,490-95.2% |
| Participation rate | 70.0% | 79.4%-9.4pp | 75.9%-5.9pp | 82.1%-12.1pp |
| Annual return | 1.77% | 26.04%-24.3pp | 25.75%-24.0pp | 478.56%-476.8pp |
| Employer contribution / active EE | $1,282 | $4,207-69.5% | $3,722-65.5% | $4,837-73.5% |
| Participant deferral / active EE | $1,646 | $5,255-68.7% | $4,653-64.6% | $6,341-74.0% |
| Admin fee / account holder | $6,802 | $7,970-14.6% | $6,752+0.7% | $12,309-44.7% |