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 | $10,836 | $49,227-78.0% | $70,449-84.6% | $79,858-86.4% |
| Participation rate | 78.8% | 69.2%+9.6pp | 75.1%+3.7pp | 69.6%+9.2pp |
| Annual return | 2.69% | 30.06%-27.4pp | 109.03%-106.3pp | 31.71%-29.0pp |
| Employer contribution / active EE | $752 | $2,099-64.2% | $2,737-72.5% | $2,471-69.6% |
| Participant deferral / active EE | $1,585 | $2,768-42.7% | $3,709-57.3% | $3,740-57.6% |
| Admin fee / account holder | $2,738 | $2,878-4.9% | $3,845-28.8% | $5,306-48.4% |