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 | $8,225 | $78,705-89.5% | $117,854-93.0% | $70,131-88.3% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 11.93% | 23.30%-11.4pp | 335.08%-323.1pp | 73.14%-61.2pp |
| Employer contribution / active EE | $2,195 | $2,223-1.3% | $3,786-42.0% | $2,342-6.3% |
| Participant deferral / active EE | $1,991 | $3,297-39.6% | $4,482-55.6% | $3,332-40.2% |
| Admin fee / account holder | $1,984 | $5,065-60.8% | $8,020-75.3% | $4,645-57.3% |