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 | $20,993 | $70,428-70.2% | $96,562-78.3% | $85,850-75.5% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 7.84% | 18.59%-10.8pp | 37.78%-29.9pp | 318.53%-310.7pp |
| Employer contribution / active EE | $490 | $1,413-65.3% | $2,356-79.2% | $2,565-80.9% |
| Participant deferral / active EE | $2,350 | $2,894-18.8% | $3,849-38.9% | $3,952-40.5% |
| Admin fee / account holder | $1,710 | $4,997-65.8% | $6,181-72.3% | $6,260-72.7% |