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 | $28,973 | $144,119-79.9% | $117,854-75.4% | $147,584-80.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 6.54% | 531.15%-524.6pp | 335.08%-328.5pp | 578.55%-572.0pp |
| Employer contribution / active EE | $1,799 | $4,896-63.3% | $3,786-52.5% | $4,876-63.1% |
| Participant deferral / active EE | $1,936 | $5,316-63.6% | $4,482-56.8% | $5,439-64.4% |
| Admin fee / account holder | $5,793 | $10,886-46.8% | $8,020-27.8% | $10,885-46.8% |