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 | $27,223 | $78,705-65.4% | $117,854-76.9% | $70,131-61.2% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 5.46% | 23.30%-17.8pp | 335.08%-329.6pp | 73.14%-67.7pp |
| Employer contribution / active EE | $1,536 | $2,223-30.9% | $3,786-59.4% | $2,342-34.4% |
| Participant deferral / active EE | $2,560 | $3,297-22.4% | $4,482-42.9% | $3,332-23.2% |
| Admin fee / account holder | $64,461 | $5,065+1172.6% | $8,020+703.8% | $4,645+1287.7% |