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 | $8,900 | $58,828-84.9% | $77,999-88.6% | $62,891-85.8% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 4.77% | 17.16%-12.4pp | 425.96%-421.2pp | 20.14%-15.4pp |
| Employer contribution / active EE | $1,096 | $1,672-34.4% | $2,470-55.6% | $2,281-52.0% |
| Participant deferral / active EE | $1,146 | $2,686-57.3% | $3,497-67.2% | $3,203-64.2% |
| Admin fee / account holder | $386 | $4,393-91.2% | $5,480-93.0% | $4,296-91.0% |