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 3-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 | $8,772 | $81,248-89.2% | $155,509-94.4% | $80,856-89.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 9.75% | 33.31%-23.6pp | 64.67%-54.9pp | 35.59%-25.8pp |
| Employer contribution / active EE | $1,058 | $3,100-65.9% | $4,672-77.4% | $2,755-61.6% |
| Participant deferral / active EE | $2,348 | $3,452-32.0% | $5,626-58.3% | $4,296-45.3% |
| Admin fee / account holder | $435 | $7,997-94.6% | $15,912-97.3% | $6,918-93.7% |