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 | $15,872 | $89,753-82.3% | $107,525-85.2% | $84,808-81.3% |
| Participation rate | 91.2% | 68.1%+23.2pp | 75.1%+16.2pp | 68.3%+22.9pp |
| Annual return | 7.05% | 29.48%-22.4pp | 181.32%-174.3pp | 40.90%-33.8pp |
| Employer contribution / active EE | $3,102 | $3,113-0.4% | $3,754-17.3% | $2,631+17.9% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $3,266 | $7,222-54.8% | $8,919-63.4% | $7,344-55.5% |