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 3-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 | $5,324 | $80,717-93.4% | $154,803-96.6% | $84,808-93.7% |
| Participation rate | 73.3% | 66.8%+6.5pp | 78.1%-4.7pp | 68.3%+5.0pp |
| Annual return | 10.01% | 37.96%-28.0pp | 58.88%-48.9pp | 40.90%-30.9pp |
| Employer contribution / active EE | $822 | $2,761-70.2% | $4,305-80.9% | $2,631-68.8% |
| Participant deferral / active EE | $1,239 | $3,303-62.5% | $5,540-77.6% | $4,212-70.6% |
| Admin fee / account holder | $2,998 | $6,746-55.6% | $14,329-79.1% | $7,344-59.2% |