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 | $13,470 | $93,346-85.6% | $71,796-81.2% | $273,961-95.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 0.87% | 130.39%-129.5pp | 78.04%-77.2pp | 41.45%-40.6pp |
| Employer contribution / active EE | $1,092 | $2,733-60.1% | $1,924-43.3% | $4,869-77.6% |
| Participant deferral / active EE | $1,165 | $3,475-66.5% | $2,794-58.3% | $5,287-78.0% |
| Admin fee / account holder | $6,250 | $6,571-4.9% | $4,815+29.8% | $10,132-38.3% |