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 | $5,131 | $49,922-89.7% | $80,569-93.6% | $75,163-93.2% |
| Participation rate | 70.4% | 55.3%+15.1pp | 67.0%+3.4pp | 67.2%+3.2pp |
| Annual return | 12.21% | 34.69%-22.5pp | 935.43%-923.2pp | 160.62%-148.4pp |
| Employer contribution / active EE | $672 | $1,698-60.4% | $2,723-75.3% | $2,670-74.8% |
| Participant deferral / active EE | $767 | $2,990-74.3% | $4,447-82.7% | $4,125-81.4% |
| Admin fee / account holder | $1,576 | $3,577-55.9% | $5,377-70.7% | $5,651-72.1% |