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 4-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 | $13,888 | $109,413-87.3% | $156,263-91.1% | $84,808-83.6% |
| Participation rate | 80.6% | 72.7%+7.9pp | 78.9%+1.6pp | 68.3%+12.2pp |
| Annual return | 5.67% | 20.18%-14.5pp | 59.47%-53.8pp | 40.90%-35.2pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,085 | $4,590-11.0% | $6,158-33.7% | $4,212-3.0% |
| Admin fee / account holder | $2,360 | $9,357-74.8% | $14,255-83.4% | $7,344-67.9% |