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 | $10,544 | $69,977-84.9% | $108,579-90.3% | $62,891-83.2% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 2.77% | 10.73%-8.0pp | -51.70%+54.5pp | 20.14%-17.4pp |
| Employer contribution / active EE | $4,871 | $2,135+128.2% | $3,758+29.6% | $2,281+113.6% |
| Participant deferral / active EE | $1,553 | $3,165-50.9% | $4,311-64.0% | $3,203-51.5% |
| Admin fee / account holder | $448 | $5,076-91.2% | $7,645-94.1% | $4,296-89.6% |