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 | $16,919 | $215,361-92.1% | $171,082-90.1% | $273,961-93.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | -8.76% | 25.14%-33.9pp | 32.56%-41.3pp | 41.45%-50.2pp |
| Employer contribution / active EE | $4,060 | $4,967-18.3% | $4,002+1.5% | $4,869-16.6% |
| Participant deferral / active EE | $2,181 | $5,543-60.7% | $4,797-54.5% | $5,287-58.8% |
| Admin fee / account holder | $2,409 | $10,846-77.8% | $8,520-71.7% | $10,132-76.2% |