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 | $11,057 | $45,035-75.4% | $62,995-82.4% | $70,131-84.2% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 5.36% | 18.76%-13.4pp | 87.57%-82.2pp | 73.14%-67.8pp |
| Employer contribution / active EE | $1,082 | $2,051-47.3% | $2,759-60.8% | $2,342-53.8% |
| Participant deferral / active EE | $1,005 | $2,465-59.2% | $3,329-69.8% | $3,332-69.8% |
| Admin fee / account holder | $11,916 | $2,834+320.4% | $3,600+231.0% | $4,645+156.5% |