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 | $18,319 | $165,335-88.9% | $149,696-87.8% | $158,922-88.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 2.49% | 348.15%-345.7pp | 276.60%-274.1pp | 302.83%-300.3pp |
| Employer contribution / active EE | $2,201 | $5,103-56.9% | $4,644-52.6% | $4,761-53.8% |
| Participant deferral / active EE | $2,460 | $7,181-65.7% | $6,842-64.0% | $5,982-58.9% |
| Admin fee / account holder | $33,305 | $10,807+208.2% | $9,309+257.8% | $11,246+196.2% |