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 9-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 | $18,871 | $86,929-78.3% | $102,423-81.6% | $80,856-76.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 6.37% | 18.88%-12.5pp | 29.32%-23.0pp | 35.59%-29.2pp |
| Employer contribution / active EE | $1,389 | $2,369-41.4% | $3,023-54.1% | $2,755-49.6% |
| Participant deferral / active EE | $2,321 | $4,118-43.6% | $5,053-54.1% | $4,296-46.0% |
| Admin fee / account holder | $1,096 | $8,049-86.4% | $9,451-88.4% | $6,918-84.2% |