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 | $25,507 | $201,272-87.3% | $184,203-86.2% | $145,922-82.5% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 5.94% | 29.00%-23.1pp | 28.81%-22.9pp | 561.29%-555.3pp |
| Employer contribution / active EE | $8,776 | $7,022+25.0% | $6,427+36.5% | $4,660+88.3% |
| Participant deferral / active EE | $6,910 | $9,806-29.5% | $9,131-24.3% | $6,688+3.3% |
| Admin fee / account holder | $61,057 | $16,364+273.1% | $13,901+339.2% | $13,397+355.8% |