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 | $14,200 | $125,758-88.7% | $169,993-91.6% | $75,163-81.1% |
| Participation rate | 84.1% | 83.6%+0.5pp | 87.0%-2.9pp | 67.2%+16.9pp |
| Annual return | 1.34% | 27.20%-25.9pp | 53.37%-52.0pp | 160.62%-159.3pp |
| Employer contribution / active EE | $1,587 | $4,615-65.6% | $6,785-76.6% | $2,670-40.5% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $10,408-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,678 | $8,173-79.5% | $12,815-86.9% | $5,651-70.3% |