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 7-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 | $3,504 | $57,016-93.9% | $84,966-95.9% | $80,856-95.7% |
| Participation rate | 87.8% | 56.3%+31.5pp | 67.5%+20.3pp | 67.6%+20.2pp |
| Annual return | 6.81% | 21.66%-14.9pp | 66.38%-59.6pp | 35.59%-28.8pp |
| Employer contribution / active EE | $1,103 | $1,798-38.7% | $2,727-59.6% | $2,755-60.0% |
| Participant deferral / active EE | $1,568 | $3,110-49.6% | $4,519-65.3% | $4,296-63.5% |
| Admin fee / account holder | $507 | $4,980-89.8% | $6,149-91.7% | $6,918-92.7% |