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 | $12,665 | $209,411-94.0% | $178,490-92.9% | $158,922-92.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -1.41% | 188.75%-190.2pp | 151.07%-152.5pp | 302.83%-304.2pp |
| Employer contribution / active EE | $2,841 | $5,706-50.2% | $5,011-43.3% | $4,761-40.3% |
| Participant deferral / active EE | $2,696 | $5,954-54.7% | $5,202-48.2% | $5,982-54.9% |
| Admin fee / account holder | $21,680 | $17,074+27.0% | $13,984+55.0% | $11,246+92.8% |