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 | $28,714 | $153,772-81.3% | $133,980-78.6% | $273,961-89.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 2.84% | 36.51%-33.7pp | 29.30%-26.5pp | 41.45%-38.6pp |
| Employer contribution / active EE | $2,817 | $6,029-53.3% | $5,211-45.9% | $4,869-42.1% |
| Participant deferral / active EE | $9,503 | $6,958+36.6% | $6,282+51.3% | $5,287+79.7% |
| Admin fee / account holder | $2,872 | $11,765-75.6% | $9,324-69.2% | $10,132-71.7% |