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 | $14,583 | $201,272-92.8% | $184,203-92.1% | $145,922-90.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.96% | 29.00%-22.0pp | 28.81%-21.9pp | 561.29%-554.3pp |
| Employer contribution / active EE | $1,938 | $7,022-72.4% | $6,427-69.8% | $4,660-58.4% |
| Participant deferral / active EE | $7,667 | $9,806-21.8% | $9,131-16.0% | $6,688+14.6% |
| Admin fee / account holder | $13,001 | $16,364-20.6% | $13,901-6.5% | $13,397-3.0% |