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 | $11,428 | $49,227-76.8% | $70,449-83.8% | $79,858-85.7% |
| Participation rate | 86.0% | 69.2%+16.9pp | 75.1%+11.0pp | 69.6%+16.4pp |
| Annual return | 4.97% | 30.06%-25.1pp | 109.03%-104.1pp | 31.71%-26.7pp |
| Employer contribution / active EE | $717 | $2,099-65.8% | $2,737-73.8% | $2,471-71.0% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,709-100.0% | $3,740-100.0% |
| Admin fee / account holder | $369 | $2,878-87.2% | $3,845-90.4% | $5,306-93.0% |