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 | $25,072 | $80,968-69.0% | $96,544-74.0% | $75,163-66.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 7.61% | 27.06%-19.5pp | 25.84%-18.2pp | 160.62%-153.0pp |
| Employer contribution / active EE | $2,478 | $2,282+8.6% | $2,965-16.4% | $2,670-7.2% |
| Participant deferral / active EE | $2,671 | $3,928-32.0% | $4,851-44.9% | $4,125-35.2% |
| Admin fee / account holder | $7,864 | $6,724+16.9% | $8,252-4.7% | $5,651+39.2% |