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 | $13,767 | $91,190-84.9% | $178,490-92.3% | $79,858-82.8% |
| Participation rate | 88.9% | 69.2%+19.7pp | 81.9%+7.0pp | 69.6%+19.3pp |
| Annual return | 2.14% | 24.19%-22.0pp | 151.07%-148.9pp | 31.71%-29.6pp |
| Employer contribution / active EE | $596 | $3,256-81.7% | $5,011-88.1% | $2,471-75.9% |
| Participant deferral / active EE | $1,888 | $3,236-41.7% | $5,202-63.7% | $3,740-49.5% |
| Admin fee / account holder | $2,615 | $6,751-61.3% | $13,984-81.3% | $5,306-50.7% |