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 | $10,365 | $39,122-73.5% | $57,179-81.9% | $62,891-83.5% |
| Participation rate | 96.9% | 70.5%+26.4pp | 75.3%+21.6pp | 69.3%+27.6pp |
| Annual return | -1.57% | 9.23%-10.8pp | 14.59%-16.2pp | 20.14%-21.7pp |
| Employer contribution / active EE | $1,666 | $1,874-11.1% | $2,682-37.9% | $2,281-27.0% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $463 | $2,592-82.1% | $3,139-85.3% | $4,296-89.2% |