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 5-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 | $29,955 | $202,318-85.2% | $172,739-82.7% | $152,861-80.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 3.36% | 1029.65%-1026.3pp | 802.84%-799.5pp | 345.32%-342.0pp |
| Employer contribution / active EE | $10,000 | $5,856+70.8% | $5,143+94.4% | $4,762+110.0% |
| Participant deferral / active EE | $9,340 | $5,948+57.0% | $5,198+79.7% | $5,850+59.6% |
| Admin fee / account holder | $1,106 | $17,109-93.5% | $13,954-92.1% | $11,596-90.5% |