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 | $12,996 | $85,202-84.7% | $172,739-92.5% | $72,985-82.2% |
| Participation rate | 96.4% | 70.1%+26.4pp | 82.6%+13.8pp | 69.5%+26.9pp |
| Annual return | 13.72% | 27.32%-13.6pp | 802.84%-789.1pp | 81.00%-67.3pp |
| Employer contribution / active EE | $891 | $3,324-73.2% | $5,143-82.7% | $2,440-63.5% |
| Participant deferral / active EE | $2,212 | $3,260-32.1% | $5,198-57.4% | $3,607-38.7% |
| Admin fee / account holder | $1,247 | $5,884-78.8% | $13,954-91.1% | $5,124-75.7% |