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 | $32,462 | $198,466-83.6% | $170,442-81.0% | $147,584-78.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.62% | 257.29%-248.7pp | 205.93%-197.3pp | 578.55%-569.9pp |
| Employer contribution / active EE | $2,228 | $6,184-64.0% | $5,433-59.0% | $4,876-54.3% |
| Participant deferral / active EE | $6,162 | $5,629+9.5% | $4,939+24.7% | $5,439+13.3% |
| Admin fee / account holder | $1,768 | $16,852-89.5% | $13,880-87.3% | $10,885-83.8% |