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 8-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 | $20,219 | $157,256-87.1% | $141,162-85.7% | $152,861-86.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 3.67% | 64.32%-60.7pp | 71.39%-67.7pp | 345.32%-341.6pp |
| Employer contribution / active EE | $1,524 | $5,261-71.0% | $4,735-67.8% | $4,762-68.0% |
| Participant deferral / active EE | $12,700 | $7,109+78.6% | $6,709+89.3% | $5,850+117.1% |
| Admin fee / account holder | $8,000 | $12,120-34.0% | $10,261-22.0% | $11,596-31.0% |