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 | $6,826 | $65,409-89.6% | $98,442-93.1% | $85,850-92.0% |
| Participation rate | 80.0% | 65.0%+15.0pp | 73.3%+6.7pp | 69.3%+10.7pp |
| Annual return | 9.10% | 21.76%-12.7pp | 1492.73%-1483.6pp | 318.53%-309.4pp |
| Employer contribution / active EE | $387 | $2,168-82.2% | $2,960-86.9% | $2,565-84.9% |
| Participant deferral / active EE | $985 | $3,166-68.9% | $4,276-77.0% | $3,952-75.1% |
| Admin fee / account holder | $418 | $4,593-90.9% | $5,949-93.0% | $6,260-93.3% |