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 | $14,985 | $83,477-82.0% | $125,175-88.0% | $72,985-79.5% |
| Participation rate | 78.7% | 73.3%+5.4pp | 79.8%-1.1pp | 69.5%+9.2pp |
| Annual return | 0.43% | 25.78%-25.3pp | 43.79%-43.4pp | 81.00%-80.6pp |
| Employer contribution / active EE | $678 | $2,345-71.1% | $3,865-82.5% | $2,440-72.2% |
| Participant deferral / active EE | $0 | $3,585-100.0% | $4,937-100.0% | $3,607-100.0% |
| Admin fee / account holder | $2,529 | $5,517-54.2% | $9,702-73.9% | $5,124-50.7% |