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 | $10,788 | $45,073-76.1% | $69,455-84.5% | $72,985-85.2% |
| Participation rate | 88.1% | 68.5%+19.6pp | 74.6%+13.5pp | 69.5%+18.6pp |
| Annual return | 4.94% | 22.65%-17.7pp | 28.97%-24.0pp | 81.00%-76.1pp |
| Employer contribution / active EE | $676 | $2,054-67.1% | $2,779-75.7% | $2,440-72.3% |
| Participant deferral / active EE | $0 | $2,602-100.0% | $3,535-100.0% | $3,607-100.0% |
| Admin fee / account holder | $414 | $3,056-86.4% | $3,839-89.2% | $5,124-91.9% |