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 9-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 | $10,286 | $105,998-90.3% | $92,233-88.8% | $147,584-93.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 5.40% | 50.05%-44.6pp | 176.28%-170.9pp | 578.55%-573.1pp |
| Employer contribution / active EE | $3,620 | $4,333-16.5% | $3,679-1.6% | $4,876-25.8% |
| Participant deferral / active EE | $4,476 | $4,4780% | $3,897+14.9% | $5,439-17.7% |
| Admin fee / account holder | $500 | $6,332-92.1% | $5,194-90.4% | $10,885-95.4% |