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 | $14,993 | $76,367-80.4% | $93,606-84.0% | $72,985-79.5% |
| Participation rate | 86.8% | 71.7%+15.1pp | 75.8%+11.0pp | 69.5%+17.4pp |
| Annual return | 16.14% | 25.82%-9.7pp | 32.76%-16.6pp | 81.00%-64.9pp |
| Employer contribution / active EE | $789 | $2,275-65.3% | $2,718-71.0% | $2,440-67.6% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,069-100.0% | $3,607-100.0% |
| Admin fee / account holder | $766 | $6,838-88.8% | $7,888-90.3% | $5,124-85.1% |