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 | $61,280-87.6% | $69,780-89.1% | $84,808-91.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 79.3%+20.7pp | 68.3%+31.7pp |
| Annual return | 10.55% | 12.93%-2.4pp | 26.31%-15.8pp | 40.90%-30.3pp |
| Employer contribution / active EE | $1,709 | $3,577-52.2% | $4,168-59.0% | $2,631-35.0% |
| Participant deferral / active EE | $1,488 | $3,756-60.4% | $6,164-75.9% | $4,212-64.7% |
| Admin fee / account holder | $3,159 | $6,026-47.6% | $7,285-56.6% | $7,344-57.0% |