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 | $15,740 | $83,477-81.1% | $125,175-87.4% | $72,985-78.4% |
| Participation rate | 78.6% | 73.3%+5.3pp | 79.8%-1.2pp | 69.5%+9.1pp |
| Annual return | 13.27% | 25.78%-12.5pp | 43.79%-30.5pp | 81.00%-67.7pp |
| Employer contribution / active EE | $1,315 | $2,345-43.9% | $3,865-66.0% | $2,440-46.1% |
| Participant deferral / active EE | $2,143 | $3,585-40.2% | $4,937-56.6% | $3,607-40.6% |
| Admin fee / account holder | $9,002 | $5,517+63.2% | $9,702-7.2% | $5,124+75.7% |