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 | $17,054 | $181,894-90.6% | $156,549-89.1% | $273,961-93.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.06% | 30.74%-30.7pp | 32.23%-32.2pp | 41.45%-41.4pp |
| Employer contribution / active EE | $4,286 | $6,248-31.4% | $5,501-22.1% | $4,869-12.0% |
| Participant deferral / active EE | $17,203 | $5,550+210.0% | $4,871+253.2% | $5,287+225.4% |
| Admin fee / account holder | $385,831 | $15,559+2379.8% | $13,027+2861.7% | $10,132+3708.1% |