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 | $8,904 | $111,301-92.0% | $112,977-92.1% | $158,922-94.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 1.77% | 26.40%-24.6pp | 24.24%-22.5pp | 302.83%-301.1pp |
| Employer contribution / active EE | $1,423 | $4,471-68.2% | $4,255-66.5% | $4,761-70.1% |
| Participant deferral / active EE | $2,951 | $5,880-49.8% | $5,836-49.4% | $5,982-50.7% |
| Admin fee / account holder | $13,490 | $8,392+60.8% | $6,294+114.3% | $11,246+20.0% |