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 | $11,376 | $101,069-88.7% | $81,478-86.0% | $147,584-92.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 4.96% | 32.40%-27.4pp | 38.78%-33.8pp | 578.55%-573.6pp |
| Employer contribution / active EE | $1,932 | $3,205-39.7% | $2,568-24.8% | $4,876-60.4% |
| Participant deferral / active EE | $5,656 | $4,242+33.3% | $3,537+59.9% | $5,439+4.0% |
| Admin fee / account holder | $4,395 | $5,812-24.4% | $4,561-3.6% | $10,885-59.6% |