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 | $14,031 | $63,346-77.8% | $92,233-84.8% | $70,131-80.0% |
| Participation rate | 82.1% | 68.7%+13.4pp | 76.5%+5.6pp | 69.5%+12.5pp |
| Annual return | 10.30% | 530.12%-519.8pp | 176.28%-166.0pp | 73.14%-62.8pp |
| Employer contribution / active EE | $2,564 | $2,471+3.8% | $3,679-30.3% | $2,342+9.5% |
| Participant deferral / active EE | $1,659 | $2,854-41.9% | $3,897-57.4% | $3,332-50.2% |
| Admin fee / account holder | $638 | $3,840-83.4% | $5,194-87.7% | $4,645-86.3% |