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 | $11,719 | $98,240-88.1% | $82,313-85.8% | $147,584-92.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 7.66% | 30.85%-23.2pp | 25.88%-18.2pp | 578.55%-570.9pp |
| Employer contribution / active EE | $861 | $3,192-73.0% | $2,428-64.5% | $4,876-82.3% |
| Participant deferral / active EE | $2,700 | $4,383-38.4% | $3,706-27.2% | $5,439-50.4% |
| Admin fee / account holder | $3,094 | $8,563-63.9% | $5,608-44.8% | $10,885-71.6% |