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 8-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 | $16,185 | $118,450-86.3% | $98,439-83.6% | $139,434-88.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 3.30% | 18.94%-15.6pp | 21.16%-17.9pp | 372.94%-369.6pp |
| Employer contribution / active EE | $2,757 | $3,609-23.6% | $3,048-9.6% | $4,751-42.0% |
| Participant deferral / active EE | $5,560 | $5,392+3.1% | $4,738+17.3% | $6,710-17.1% |
| Admin fee / account holder | $5,864 | $14,026-58.2% | $8,948-34.5% | $11,403-48.6% |