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 | $22,583 | $78,422-71.2% | $95,952-76.5% | $79,858-71.7% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 9.82% | 19.37%-9.6pp | 91.61%-81.8pp | 31.71%-21.9pp |
| Employer contribution / active EE | $2,006 | $1,945+3.1% | $2,541-21.1% | $2,471-18.8% |
| Participant deferral / active EE | $3,399 | $3,440-1.2% | $4,167-18.4% | $3,740-9.1% |
| Admin fee / account holder | $22,013 | $5,622+291.5% | $6,795+223.9% | $5,306+314.8% |