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 | $8,148 | $107,334-92.4% | $92,893-91.2% | $152,861-94.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 7.61% | 145.58%-138.0pp | 109.41%-101.8pp | 345.32%-337.7pp |
| Employer contribution / active EE | $2,671 | $4,221-36.7% | $3,653-26.9% | $4,762-43.9% |
| Participant deferral / active EE | $2,088 | $4,845-56.9% | $4,236-50.7% | $5,850-64.3% |
| Admin fee / account holder | $6,489 | $7,079-8.3% | $5,794+12.0% | $11,596-44.0% |