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 | $8,285 | $45,035-81.6% | $62,995-86.8% | $70,131-88.2% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 7.74% | 18.76%-11.0pp | 87.57%-79.8pp | 73.14%-65.4pp |
| Employer contribution / active EE | $886 | $2,051-56.8% | $2,759-67.9% | $2,342-62.2% |
| Participant deferral / active EE | $752 | $2,465-69.5% | $3,329-77.4% | $3,332-77.4% |
| Admin fee / account holder | $1,665 | $2,834-41.2% | $3,600-53.7% | $4,645-64.1% |