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 | $17,750 | $71,050-75.0% | $93,606-81.0% | $80,856-78.0% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 9.85% | 11.26%-1.4pp | 133.20%-123.3pp | 35.59%-25.7pp |
| Employer contribution / active EE | $1,985 | $1,564+26.9% | $2,420-18.0% | $2,755-28.0% |
| Participant deferral / active EE | $1,718 | $4,034-57.4% | $4,411-61.1% | $4,296-60.0% |
| Admin fee / account holder | $12,278 | $6,945+76.8% | $8,285+48.2% | $6,918+77.5% |