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 | $10,405 | $99,020-89.5% | $86,590-88.0% | $147,584-92.9% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 5.05% | 1312.34%-1307.3pp | 964.84%-959.8pp | 578.55%-573.5pp |
| Employer contribution / active EE | $3,415 | $3,132+9.0% | $2,839+20.3% | $4,876-30.0% |
| Participant deferral / active EE | $3,415 | $3,972-14.0% | $3,609-5.4% | $5,439-37.2% |
| Admin fee / account holder | $71,279 | $5,710+1148.2% | $4,906+1353.0% | $10,885+554.8% |