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 | $30,701 | $202,318-84.8% | $172,739-82.2% | $152,861-79.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 12.28% | 1029.65%-1017.4pp | 802.84%-790.6pp | 345.32%-333.0pp |
| Employer contribution / active EE | $2,576 | $5,856-56.0% | $5,143-49.9% | $4,762-45.9% |
| Participant deferral / active EE | $5,746 | $5,948-3.4% | $5,198+10.6% | $5,850-1.8% |
| Admin fee / account holder | $4,430 | $17,109-74.1% | $13,954-68.3% | $11,596-61.8% |