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 | $6,246 | $226,064-97.2% | $182,532-96.6% | $152,861-95.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 3.30% | 192.51%-189.2pp | 148.54%-145.2pp | 345.32%-342.0pp |
| Employer contribution / active EE | $1,691 | $4,978-66.0% | $4,076-58.5% | $4,762-64.5% |
| Participant deferral / active EE | $12,375 | $6,368+94.3% | $5,524+124.0% | $5,850+111.5% |
| Admin fee / account holder | $76,733 | $10,703+616.9% | $8,592+793.1% | $11,596+561.7% |