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 | $7,511 | $102,966-92.7% | $90,281-91.7% | $152,861-95.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 7.11% | 95.16%-88.1pp | 78.10%-71.0pp | 345.32%-338.2pp |
| Employer contribution / active EE | $4,603 | $3,139+46.6% | $2,854+61.2% | $4,762-3.4% |
| Participant deferral / active EE | $867 | $4,281-79.8% | $3,885-77.7% | $5,850-85.2% |
| Admin fee / account holder | $7,049 | $6,171+14.2% | $5,351+31.7% | $11,596-39.2% |