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 | $26,821 | $171,865-84.4% | $149,718-82.1% | $147,584-81.8% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 1.10% | 2113.22%-2112.1pp | 1501.63%-1500.5pp | 578.55%-577.4pp |
| Employer contribution / active EE | $2,151 | $6,275-65.7% | $5,445-60.5% | $4,876-55.9% |
| Participant deferral / active EE | $2,954 | $7,271-59.4% | $6,569-55.0% | $5,439-45.7% |
| Admin fee / account holder | $862 | $13,799-93.8% | $11,283-92.4% | $10,885-92.1% |