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 | $11,349 | $76,552-85.2% | $123,892-90.8% | $62,891-82.0% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 4.91% | 18.68%-13.8pp | 47.52%-42.6pp | 20.14%-15.2pp |
| Employer contribution / active EE | $1,765 | $2,883-38.8% | $4,617-61.8% | $2,281-22.6% |
| Participant deferral / active EE | $4,584 | $4,840-5.3% | $5,984-23.4% | $3,203+43.1% |
| Admin fee / account holder | $12,752 | $4,826+164.3% | $8,357+52.6% | $4,296+196.9% |