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 7-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 | $11,931 | $209,411-94.3% | $178,490-93.3% | $158,922-92.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.07% | 188.75%-184.7pp | 151.07%-147.0pp | 302.83%-298.8pp |
| Employer contribution / active EE | $6,202 | $5,706+8.7% | $5,011+23.8% | $4,761+30.3% |
| Participant deferral / active EE | $7,944 | $5,954+33.4% | $5,202+52.7% | $5,982+32.8% |
| Admin fee / account holder | $23,988 | $17,074+40.5% | $13,984+71.5% | $11,246+113.3% |