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 | $12,534 | $142,405-91.2% | $115,157-89.1% | $152,861-91.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 2.35% | 41.48%-39.1pp | 35.60%-33.3pp | 345.32%-343.0pp |
| Employer contribution / active EE | $4,092 | $4,010+2.0% | $3,179+28.7% | $4,762-14.1% |
| Participant deferral / active EE | $1,574 | $5,164-69.5% | $4,168-62.2% | $5,850-73.1% |
| Admin fee / account holder | $8,302 | $8,462-1.9% | $7,088+17.1% | $11,596-28.4% |