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 | $10,405 | $55,706-81.3% | $75,886-86.3% | $72,985-85.7% |
| Participation rate | 79.5% | 61.1%+18.4pp | 69.3%+10.2pp | 69.5%+10.0pp |
| Annual return | 1.80% | 27.59%-25.8pp | 30.76%-29.0pp | 81.00%-79.2pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,500-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,299 | $2,634-50.7% | $3,603-63.9% | $3,607-64.0% |
| Admin fee / account holder | $490 | $3,978-87.7% | $5,418-90.9% | $5,124-90.4% |