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 | $25,067 | $82,032-69.4% | $123,104-79.6% | $59,632-58.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -3.15% | 5.12%-8.3pp | 13.22%-16.4pp | 2041.28%-2044.4pp |
| Employer contribution / active EE | $3,113 | $3,297-5.6% | $5,151-39.6% | $2,203+41.3% |
| Participant deferral / active EE | $5,412 | $4,667+16.0% | $6,230-13.1% | $3,192+69.6% |
| Admin fee / account holder | $7,322 | $5,881+24.5% | $9,015-18.8% | $4,297+70.4% |