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 | $13,080 | $181,894-92.8% | $156,549-91.6% | $273,961-95.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.04% | 30.74%-28.7pp | 32.23%-30.2pp | 41.45%-39.4pp |
| Employer contribution / active EE | $8,647 | $6,248+38.4% | $5,501+57.2% | $4,869+77.6% |
| Participant deferral / active EE | $5,508 | $5,550-0.8% | $4,871+13.1% | $5,287+4.2% |
| Admin fee / account holder | $373 | $15,559-97.6% | $13,027-97.1% | $10,132-96.3% |