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 | $16,590 | $99,079-83.3% | $77,999-78.7% | $273,961-93.9% |
| Participation rate | 71.4% | 78.6%-7.1pp | 75.5%-4.1pp | 83.0%-11.6pp |
| Annual return | 1.82% | 217.93%-216.1pp | 425.96%-424.1pp | 41.45%-39.6pp |
| Employer contribution / active EE | $777 | $3,308-76.5% | $2,470-68.5% | $4,869-84.0% |
| Participant deferral / active EE | $1,732 | $4,306-59.8% | $3,497-50.5% | $5,287-67.2% |
| Admin fee / account holder | $45,130 | $8,954+404.0% | $5,480+723.5% | $10,132+345.4% |