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 | $12,898 | $96,557-86.6% | $80,975-84.1% | $273,961-95.3% |
| Participation rate | 83.3% | 79.1%+4.2pp | 75.8%+7.5pp | 83.0%+0.3pp |
| Annual return | 1.82% | 15.14%-13.3pp | 17.10%-15.3pp | 41.45%-39.6pp |
| Employer contribution / active EE | $2,380 | $4,868-51.1% | $3,714-35.9% | $4,869-51.1% |
| Participant deferral / active EE | $4,667 | $6,598-29.3% | $5,696-18.1% | $5,287-11.7% |
| Admin fee / account holder | $6,749 | $7,492-9.9% | $5,516+22.4% | $10,132-33.4% |