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 7-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 | $12,709 | $108,825-88.3% | $156,181-91.9% | $82,448-84.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 12.29% | 20.59%-8.3pp | 64.87%-52.6pp | 41.64%-29.4pp |
| Employer contribution / active EE | $1,365 | $2,870-52.4% | $4,294-68.2% | $2,551-46.5% |
| Participant deferral / active EE | $2,673 | $4,577-41.6% | $6,132-56.4% | $4,139-35.4% |
| Admin fee / account holder | $6,254 | $9,341-33.0% | $14,586-57.1% | $7,234-13.6% |