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 | $10,221 | $77,419-86.8% | $69,455-85.3% | $152,861-93.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 4.25% | 39.06%-34.8pp | 28.97%-24.7pp | 345.32%-341.1pp |
| Employer contribution / active EE | $872 | $3,315-73.7% | $2,779-68.6% | $4,762-81.7% |
| Participant deferral / active EE | $990 | $4,414-77.6% | $3,535-72.0% | $5,850-83.1% |
| Admin fee / account holder | $454 | $6,207-92.7% | $3,839-88.2% | $11,596-96.1% |