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 | $12,592 | $105,998-88.1% | $92,233-86.3% | $147,584-91.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 7.40% | 50.05%-42.6pp | 176.28%-168.9pp | 578.55%-571.1pp |
| Employer contribution / active EE | $856 | $4,333-80.2% | $3,679-76.7% | $4,876-82.4% |
| Participant deferral / active EE | $2,055 | $4,478-54.1% | $3,897-47.3% | $5,439-62.2% |
| Admin fee / account holder | $21,292 | $6,332+236.2% | $5,194+310.0% | $10,885+95.6% |