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 | $24,853 | $198,466-87.5% | $170,442-85.4% | $147,584-83.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 7.24% | 257.29%-250.1pp | 205.93%-198.7pp | 578.55%-571.3pp |
| Employer contribution / active EE | $1,436 | $6,184-76.8% | $5,433-73.6% | $4,876-70.6% |
| Participant deferral / active EE | $6,743 | $5,629+19.8% | $4,939+36.5% | $5,439+24.0% |
| Admin fee / account holder | $7,476 | $16,852-55.6% | $13,880-46.1% | $10,885-31.3% |