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 | $10,285 | $104,907-90.2% | $84,611-87.8% | $152,861-93.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 9.40% | 373.79%-364.4pp | 258.74%-249.3pp | 345.32%-335.9pp |
| Employer contribution / active EE | $2,087 | $3,302-36.8% | $2,652-21.3% | $4,762-56.2% |
| Participant deferral / active EE | $3,285 | $4,688-29.9% | $3,899-15.7% | $5,850-43.8% |
| Admin fee / account holder | $9,779 | $6,241+56.7% | $4,912+99.1% | $11,596-15.7% |