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 | $26,047 | $78,422-66.8% | $95,952-72.9% | $79,858-67.4% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 9.76% | 19.37%-9.6pp | 91.61%-81.9pp | 31.71%-22.0pp |
| Employer contribution / active EE | $2,235 | $1,945+14.9% | $2,541-12.0% | $2,471-9.5% |
| Participant deferral / active EE | $1,626 | $3,440-52.7% | $4,167-61.0% | $3,740-56.5% |
| Admin fee / account holder | $4,549 | $5,622-19.1% | $6,795-33.1% | $5,306-14.3% |