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 | $23,066 | $87,733-73.7% | $106,548-78.4% | $85,850-73.1% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 10.84% | 21.86%-11.0pp | 26.80%-16.0pp | 318.53%-307.7pp |
| Employer contribution / active EE | $1,387 | $2,073-33.1% | $2,819-50.8% | $2,565-45.9% |
| Participant deferral / active EE | $1,788 | $3,469-48.5% | $4,398-59.3% | $3,952-54.8% |
| Admin fee / account holder | $2,959 | $6,767-56.3% | $7,407-60.1% | $6,260-52.7% |