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 | $10,963 | $210,648-94.8% | $177,989-93.8% | $145,922-92.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 5.06% | 385.86%-380.8pp | 294.48%-289.4pp | 561.29%-556.2pp |
| Employer contribution / active EE | $1,986 | $4,565-56.5% | $3,949-49.7% | $4,660-57.4% |
| Participant deferral / active EE | $3,335 | $6,958-52.1% | $6,276-46.9% | $6,688-50.1% |
| Admin fee / account holder | $37,410 | $12,013+211.4% | $10,363+261.0% | $13,397+179.2% |