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 | $6,595 | $86,929-92.4% | $102,423-93.6% | $80,856-91.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 5.02% | 18.88%-13.9pp | 29.32%-24.3pp | 35.59%-30.6pp |
| Employer contribution / active EE | $847 | $2,369-64.3% | $3,023-72.0% | $2,755-69.3% |
| Participant deferral / active EE | $2,070 | $4,118-49.7% | $5,053-59.0% | $4,296-51.8% |
| Admin fee / account holder | $456 | $8,049-94.3% | $9,451-95.2% | $6,918-93.4% |