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 | $20,444 | $181,894-88.8% | $156,549-86.9% | $273,961-92.5% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | -0.71% | 30.74%-31.4pp | 32.23%-32.9pp | 41.45%-42.2pp |
| Employer contribution / active EE | $1,401 | $6,248-77.6% | $5,501-74.5% | $4,869-71.2% |
| Participant deferral / active EE | $4,391 | $5,550-20.9% | $4,871-9.9% | $5,287-17.0% |
| Admin fee / account holder | $13,376 | $15,559-14.0% | $13,027+2.7% | $10,132+32.0% |