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 | $15,359 | $70,428-78.2% | $96,562-84.1% | $85,850-82.1% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 7.44% | 18.59%-11.1pp | 37.78%-30.3pp | 318.53%-311.1pp |
| Employer contribution / active EE | $683 | $1,413-51.7% | $2,356-71.0% | $2,565-73.4% |
| Participant deferral / active EE | $2,466 | $2,894-14.8% | $3,849-35.9% | $3,952-37.6% |
| Admin fee / account holder | $2,547 | $4,997-49.0% | $6,181-58.8% | $6,260-59.3% |