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 | $8,802 | $90,503-90.3% | $78,689-88.8% | $273,961-96.8% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | -1.08% | 75.60%-76.7pp | 62.18%-63.3pp | 41.45%-42.5pp |
| Employer contribution / active EE | $2,084 | $3,176-34.4% | $2,851-26.9% | $4,869-57.2% |
| Participant deferral / active EE | $3,956 | $3,901+1.4% | $3,517+12.5% | $5,287-25.2% |
| Admin fee / account holder | $147,340 | $5,263+2699.4% | $4,510+3166.7% | $10,132+1354.2% |