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 | $10,814 | $45,035-76.0% | $62,995-82.8% | $70,131-84.6% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 9.13% | 18.76%-9.6pp | 87.57%-78.4pp | 73.14%-64.0pp |
| Employer contribution / active EE | $791 | $2,051-61.4% | $2,759-71.3% | $2,342-66.2% |
| Participant deferral / active EE | $1,112 | $2,465-54.9% | $3,329-66.6% | $3,332-66.6% |
| Admin fee / account holder | $755 | $2,834-73.4% | $3,600-79.0% | $4,645-83.8% |