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 8-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 | $23,550 | $101,724-76.8% | $164,813-85.7% | $80,856-70.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 9.39% | 16.72%-7.3pp | 69.93%-60.5pp | 35.59%-26.2pp |
| Employer contribution / active EE | $936 | $2,953-68.3% | $4,341-78.4% | $2,755-66.0% |
| Participant deferral / active EE | $2,850 | $4,477-36.4% | $6,031-52.8% | $4,296-33.7% |
| Admin fee / account holder | $2,529 | $8,227-69.3% | $12,690-80.1% | $6,918-63.4% |