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 | $18,451 | $93,571-80.3% | $135,903-86.4% | $75,163-75.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 11.90% | 30.90%-19.0pp | 68.23%-56.3pp | 160.62%-148.7pp |
| Employer contribution / active EE | $2,709 | $3,537-23.4% | $4,856-44.2% | $2,670+1.5% |
| Participant deferral / active EE | $6,126 | $6,404-4.3% | $7,758-21.0% | $4,125+48.5% |
| Admin fee / account holder | $6,512 | $6,975-6.6% | $10,762-39.5% | $5,651+15.2% |