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 4-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 | $13,451 | $71,050-81.1% | $93,606-85.6% | $80,856-83.4% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 9.24% | 11.26%-2.0pp | 133.20%-124.0pp | 35.59%-26.4pp |
| Employer contribution / active EE | $540 | $1,564-65.5% | $2,420-77.7% | $2,755-80.4% |
| Participant deferral / active EE | $1,362 | $4,034-66.2% | $4,411-69.1% | $4,296-68.3% |
| Admin fee / account holder | $5,281 | $6,945-24.0% | $8,285-36.3% | $6,918-23.7% |