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 | $16,123 | $65,395-75.3% | $182,532-91.2% | $72,985-77.9% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 7.91% | 27.68%-19.8pp | 148.54%-140.6pp | 81.00%-73.1pp |
| Employer contribution / active EE | $2,030 | $1,911+6.2% | $4,076-50.2% | $2,440-16.8% |
| Participant deferral / active EE | $1,817 | $3,563-49.0% | $5,524-67.1% | $3,607-49.6% |
| Admin fee / account holder | $850 | $4,245-80.0% | $8,592-90.1% | $5,124-83.4% |