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 | $15,393 | $110,257-86.0% | $96,544-84.1% | $139,434-89.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 6.26% | 26.32%-20.1pp | 25.84%-19.6pp | 372.94%-366.7pp |
| Employer contribution / active EE | $4,814 | $3,620+33.0% | $2,965+62.4% | $4,751+1.3% |
| Participant deferral / active EE | $1,782 | $5,548-67.9% | $4,851-63.3% | $6,710-73.4% |
| Admin fee / account holder | $1,866 | $11,591-83.9% | $8,252-77.4% | $11,403-83.6% |