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 | $9,922 | $77,419-87.2% | $69,455-85.7% | $152,861-93.5% |
| Participation rate | 75.0% | 78.1%-3.1pp | 74.6%+0.4pp | 82.4%-7.4pp |
| Annual return | 4.63% | 39.06%-34.4pp | 28.97%-24.3pp | 345.32%-340.7pp |
| Employer contribution / active EE | $3,658 | $3,315+10.3% | $2,779+31.6% | $4,762-23.2% |
| Participant deferral / active EE | $2,700 | $4,414-38.8% | $3,535-23.6% | $5,850-53.8% |
| Admin fee / account holder | $1,396 | $6,207-77.5% | $3,839-63.6% | $11,596-88.0% |