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 | $13,245 | $99,341-86.7% | $84,750-84.4% | $273,961-95.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 1.62% | 22.93%-21.3pp | 22.78%-21.2pp | 41.45%-39.8pp |
| Employer contribution / active EE | $2,257 | $4,214-46.4% | $3,574-36.8% | $4,869-53.6% |
| Participant deferral / active EE | $3,254 | $4,269-23.8% | $3,712-12.3% | $5,287-38.5% |
| Admin fee / account holder | $1,453 | $6,644-78.1% | $5,332-72.8% | $10,132-85.7% |