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 | $20,223 | $165,912-87.8% | $122,332-83.5% | $147,584-86.3% |
| Participation rate | 80.0% | 79.6%+0.4pp | 71.6%+8.4pp | 82.8%-2.8pp |
| Annual return | 2.88% | 34.55%-31.7pp | 30.27%-27.4pp | 578.55%-575.7pp |
| Employer contribution / active EE | $4,485 | $5,754-22.1% | $4,050+10.7% | $4,876-8.0% |
| Participant deferral / active EE | $2,702 | $4,005-32.6% | $3,287-17.8% | $5,439-50.3% |
| Admin fee / account holder | $23,917 | $7,424+222.2% | $5,478+336.6% | $10,885+119.7% |