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 | $7,575 | $60,444-87.5% | $68,948-89.0% | $82,448-90.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 79.2%+20.8pp | 68.1%+31.9pp |
| Annual return | 10.55% | 15.42%-4.9pp | 28.39%-17.8pp | 41.64%-31.1pp |
| Employer contribution / active EE | $1,709 | $3,449-50.5% | $4,165-59.0% | $2,551-33.0% |
| Participant deferral / active EE | $1,488 | $3,658-59.3% | $6,186-75.9% | $4,139-64.0% |
| Admin fee / account holder | $3,159 | $6,421-50.8% | $7,539-58.1% | $7,234-56.3% |