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 | $3,163 | $64,839-95.1% | $95,585-96.7% | $84,808-96.3% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 10.86% | -670.96%+681.8pp | 38.56%-27.7pp | 40.90%-30.0pp |
| Employer contribution / active EE | $1,162 | $1,759-33.9% | $2,527-54.0% | $2,631-55.8% |
| Participant deferral / active EE | $1,346 | $2,965-54.6% | $4,023-66.5% | $4,212-68.0% |
| Admin fee / account holder | $834 | $5,964-86.0% | $6,127-86.4% | $7,344-88.6% |