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 | $16,553 | $198,466-91.7% | $170,442-90.3% | $147,584-88.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 7.89% | 257.29%-249.4pp | 205.93%-198.0pp | 578.55%-570.7pp |
| Employer contribution / active EE | $4,194 | $6,184-32.2% | $5,433-22.8% | $4,876-14.0% |
| Participant deferral / active EE | $2,543 | $5,629-54.8% | $4,939-48.5% | $5,439-53.2% |
| Admin fee / account holder | $1,927 | $16,852-88.6% | $13,880-86.1% | $10,885-82.3% |