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 | $15,358 | $148,978-89.7% | $200,582-92.3% | $84,808-81.9% |
| Participation rate | 95.9% | 84.2%+11.7pp | 86.9%+9.0pp | 68.3%+27.6pp |
| Annual return | 10.25% | 28.16%-17.9pp | 42.33%-32.1pp | 40.90%-30.6pp |
| Employer contribution / active EE | $2,055 | $4,815-57.3% | $6,419-68.0% | $2,631-21.9% |
| Participant deferral / active EE | $0 | $7,142-100.0% | $9,331-100.0% | $4,212-100.0% |
| Admin fee / account holder | $1,651 | $13,977-88.2% | $16,305-89.9% | $7,344-77.5% |