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 8-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 | $5,101 | $58,627-91.3% | $76,735-93.4% | $82,448-93.8% |
| Participation rate | 73.9% | 63.2%+10.7pp | 69.5%+4.4pp | 68.1%+5.8pp |
| Annual return | 12.74% | 39.10%-26.4pp | 29.77%-17.0pp | 41.64%-28.9pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,463 | $3,134-53.3% | $4,088-64.2% | $4,139-64.7% |
| Admin fee / account holder | $5,442 | $5,323+2.2% | $7,189-24.3% | $7,234-24.8% |