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 | $29,921 | $181,894-83.6% | $156,549-80.9% | $273,961-89.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 1.92% | 30.74%-28.8pp | 32.23%-30.3pp | 41.45%-39.5pp |
| Employer contribution / active EE | $2,347 | $6,248-62.4% | $5,501-57.3% | $4,869-51.8% |
| Participant deferral / active EE | $2,157 | $5,550-61.1% | $4,871-55.7% | $5,287-59.2% |
| Admin fee / account holder | $26,029 | $15,559+67.3% | $13,027+99.8% | $10,132+156.9% |