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 | $10,392 | $101,069-89.7% | $81,478-87.2% | $147,584-93.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 4.36% | 32.40%-28.0pp | 38.78%-34.4pp | 578.55%-574.2pp |
| Employer contribution / active EE | $1,292 | $3,205-59.7% | $2,568-49.7% | $4,876-73.5% |
| Participant deferral / active EE | $9,211 | $4,242+117.1% | $3,537+160.4% | $5,439+69.4% |
| Admin fee / account holder | $13,257 | $5,812+128.1% | $4,561+190.7% | $10,885+21.8% |