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 | $13,913 | $118,450-88.3% | $98,439-85.9% | $139,434-90.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 3.59% | 18.94%-15.3pp | 21.16%-17.6pp | 372.94%-369.4pp |
| Employer contribution / active EE | $1,814 | $3,609-49.7% | $3,048-40.5% | $4,751-61.8% |
| Participant deferral / active EE | $4,022 | $5,392-25.4% | $4,738-15.1% | $6,710-40.1% |
| Admin fee / account holder | $1,483 | $14,026-89.4% | $8,948-83.4% | $11,403-87.0% |