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 | $21,673 | $215,361-89.9% | $171,082-87.3% | $273,961-92.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 0.04% | 25.14%-25.1pp | 32.56%-32.5pp | 41.45%-41.4pp |
| Employer contribution / active EE | $1,778 | $4,967-64.2% | $4,002-55.6% | $4,869-63.5% |
| Participant deferral / active EE | $6,539 | $5,543+18.0% | $4,797+36.3% | $5,287+23.7% |
| Admin fee / account holder | $954 | $10,846-91.2% | $8,520-88.8% | $10,132-90.6% |