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 | $8,926 | $65,409-86.4% | $98,442-90.9% | $85,850-89.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 11.15% | 21.76%-10.6pp | 1492.73%-1481.6pp | 318.53%-307.4pp |
| Employer contribution / active EE | $1,768 | $2,168-18.4% | $2,960-40.3% | $2,565-31.1% |
| Participant deferral / active EE | $2,728 | $3,166-13.9% | $4,276-36.2% | $3,952-31.0% |
| Admin fee / account holder | $5,042 | $4,593+9.8% | $5,949-15.3% | $6,260-19.5% |