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 | $19,703 | $185,822-89.4% | $169,993-88.4% | $139,434-85.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 7.16% | 60.50%-53.3pp | 53.37%-46.2pp | 372.94%-365.8pp |
| Employer contribution / active EE | $1,888 | $7,590-75.1% | $6,785-72.2% | $4,751-60.3% |
| Participant deferral / active EE | $3,607 | $11,622-69.0% | $10,408-65.3% | $6,710-46.3% |
| Admin fee / account holder | $7,156 | $15,381-53.5% | $12,815-44.2% | $11,403-37.2% |