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 | $10,690 | $45,035-76.3% | $62,995-83.0% | $70,131-84.8% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 8.13% | 18.76%-10.6pp | 87.57%-79.4pp | 73.14%-65.0pp |
| Employer contribution / active EE | $4,481 | $2,051+118.4% | $2,759+62.4% | $2,342+91.3% |
| Participant deferral / active EE | $3,005 | $2,465+21.9% | $3,329-9.8% | $3,332-9.8% |
| Admin fee / account holder | $11,765 | $2,834+315.1% | $3,600+226.8% | $4,645+153.3% |