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 5-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 | $12,389 | $175,202-92.9% | $149,673-91.7% | $139,434-91.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.79% | 166.71%-157.9pp | 134.42%-125.6pp | 372.94%-364.1pp |
| Employer contribution / active EE | $1,120 | $5,474-79.5% | $4,818-76.8% | $4,751-76.4% |
| Participant deferral / active EE | $8,000 | $6,519+22.7% | $5,680+40.8% | $6,710+19.2% |
| Admin fee / account holder | $26,874 | $16,150+66.4% | $13,210+103.4% | $11,403+135.7% |