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 | $20,004 | $99,652-79.9% | $78,778-74.6% | $147,584-86.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 6.40% | 47.28%-40.9pp | 35.62%-29.2pp | 578.55%-572.1pp |
| Employer contribution / active EE | $3,579 | $2,796+28.0% | $1,986+80.2% | $4,876-26.6% |
| Participant deferral / active EE | $5,791 | $3,664+58.1% | $2,958+95.7% | $5,439+6.5% |
| Admin fee / account holder | $346 | $7,155-95.2% | $5,134-93.3% | $10,885-96.8% |