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 3-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 | $10,385 | $106,515-90.3% | $96,683-89.3% | $139,434-92.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 9.71% | 38.43%-28.7pp | 35.69%-26.0pp | 372.94%-363.2pp |
| Employer contribution / active EE | $2,170 | $4,103-47.1% | $3,737-41.9% | $4,751-54.3% |
| Participant deferral / active EE | $4,624 | $5,454-15.2% | $4,878-5.2% | $6,710-31.1% |
| Admin fee / account holder | $354 | $7,877-95.5% | $6,730-94.7% | $11,403-96.9% |