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 | $25,130 | $81,208-69.1% | $98,907-74.6% | $79,858-68.5% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 4.02% | 60.99%-57.0pp | 196.43%-192.4pp | 31.71%-27.7pp |
| Employer contribution / active EE | $449 | $1,960-77.1% | $2,689-83.3% | $2,471-81.8% |
| Participant deferral / active EE | $2,184 | $3,265-33.1% | $4,244-48.5% | $3,740-41.6% |
| Admin fee / account holder | $8,453 | $6,013+40.6% | $6,642+27.3% | $5,306+59.3% |