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 4-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 | $6,897 | $97,744-92.9% | $103,476-93.3% | $145,922-95.3% |
| Participation rate | 75.0% | 81.1%-6.1pp | 80.5%-5.5pp | 80.3%-5.3pp |
| Annual return | 0.82% | 25.41%-24.6pp | 23.90%-23.1pp | 561.29%-560.5pp |
| Employer contribution / active EE | $3,432 | $4,677-26.6% | $4,672-26.5% | $4,660-26.4% |
| Participant deferral / active EE | $6,550 | $6,603-0.8% | $6,623-1.1% | $6,688-2.1% |
| Admin fee / account holder | $5,405 | $12,515-56.8% | $9,413-42.6% | $13,397-59.7% |