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 | $24,691 | $185,822-86.7% | $169,993-85.5% | $139,434-82.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 10.14% | 60.50%-50.4pp | 53.37%-43.2pp | 372.94%-362.8pp |
| Employer contribution / active EE | $5,278 | $7,590-30.5% | $6,785-22.2% | $4,751+11.1% |
| Participant deferral / active EE | $15,778 | $11,622+35.8% | $10,408+51.6% | $6,710+135.1% |
| Admin fee / account holder | $20,610 | $15,381+34.0% | $12,815+60.8% | $11,403+80.7% |