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 | $12,400 | $91,190-86.4% | $178,490-93.1% | $79,858-84.5% |
| Participation rate | 84.2% | 69.2%+15.0pp | 81.9%+2.3pp | 69.6%+14.6pp |
| Annual return | 7.08% | 24.19%-17.1pp | 151.07%-144.0pp | 31.71%-24.6pp |
| Employer contribution / active EE | $1,529 | $3,256-53.0% | $5,011-69.5% | $2,471-38.1% |
| Participant deferral / active EE | $1,138 | $3,236-64.8% | $5,202-78.1% | $3,740-69.6% |
| Admin fee / account holder | $408 | $6,751-94.0% | $13,984-97.1% | $5,306-92.3% |