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 | $26,619 | $168,632-84.2% | $147,614-82.0% | $125,391-78.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.11% | 77.65%-81.8pp | 61.98%-66.1pp | 282.22%-286.3pp |
| Employer contribution / active EE | $3,115 | $6,252-50.2% | $5,564-44.0% | $4,866-36.0% |
| Participant deferral / active EE | $8,357 | $5,507+51.8% | $4,895+70.7% | $5,352+56.2% |
| Admin fee / account holder | $486 | $13,580-96.4% | $11,611-95.8% | $9,540-94.9% |