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 | $46,826 | $106,355-56.0% | $237,244-80.3% | $116,875-59.9% |
| Participation rate | 100.0% | 71.9%+28.1pp | 80.3%+19.7pp | 74.5%+25.5pp |
| Annual return | 7.12% | 17.03%-9.9pp | 4131.29%-4124.2pp | 16.29%-9.2pp |
| Employer contribution / active EE | $8,333 | $1,595+422.4% | $4,351+91.5% | $3,288+153.5% |
| Participant deferral / active EE | $0 | $3,396-100.0% | $4,056-100.0% | $3,885-100.0% |
| Admin fee / account holder | $26,158 | $11,423+129.0% | $18,030+45.1% | $12,263+113.3% |