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 | $19,165 | $98,240-80.5% | $82,313-76.7% | $147,584-87.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 5.08% | 30.85%-25.8pp | 25.88%-20.8pp | 578.55%-573.5pp |
| Employer contribution / active EE | $2,404 | $3,192-24.7% | $2,428-1.0% | $4,876-50.7% |
| Participant deferral / active EE | $2,807 | $4,383-36.0% | $3,706-24.3% | $5,439-48.4% |
| Admin fee / account holder | $7,664 | $8,563-10.5% | $5,608+36.7% | $10,885-29.6% |