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 | $29,183 | $87,841-66.8% | $133,980-78.2% | $62,891-53.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 3.57% | 12.05%-8.5pp | 29.30%-25.7pp | 20.14%-16.6pp |
| Employer contribution / active EE | $2,922 | $3,483-16.1% | $5,211-43.9% | $2,281+28.1% |
| Participant deferral / active EE | $4,739 | $4,812-1.5% | $6,282-24.6% | $3,203+48.0% |
| Admin fee / account holder | $4,208 | $5,371-21.7% | $9,324-54.9% | $4,296-2.0% |