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 3-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 | $3,996 | $124,425-96.8% | $112,040-96.4% | $137,256-97.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 3.88% | 24.72%-20.8pp | 24.52%-20.6pp | 220.34%-216.5pp |
| Employer contribution / active EE | $1,755 | $3,411-48.6% | $2,954-40.6% | $4,156-57.8% |
| Participant deferral / active EE | $3,431 | $5,718-40.0% | $5,098-32.7% | $6,407-46.4% |
| Admin fee / account holder | $34,107 | $15,207+124.3% | $12,098+181.9% | $12,270+178.0% |