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 | $8,188 | $90,503-91.0% | $78,689-89.6% | $273,961-97.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 1.11% | 75.60%-74.5pp | 62.18%-61.1pp | 41.45%-40.3pp |
| Employer contribution / active EE | $1,494 | $3,176-52.9% | $2,851-47.6% | $4,869-69.3% |
| Participant deferral / active EE | $2,516 | $3,901-35.5% | $3,517-28.4% | $5,287-52.4% |
| Admin fee / account holder | $4,479 | $5,263-14.9% | $4,510-0.7% | $10,132-55.8% |