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 | $10,377 | $165,335-93.7% | $149,696-93.1% | $158,922-93.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.17% | 348.15%-342.0pp | 276.60%-270.4pp | 302.83%-296.7pp |
| Employer contribution / active EE | $9,000 | $5,103+76.4% | $4,644+93.8% | $4,761+89.0% |
| Participant deferral / active EE | $9,350 | $7,181+30.2% | $6,842+36.7% | $5,982+56.3% |
| Admin fee / account holder | $15,012 | $10,807+38.9% | $9,309+61.3% | $11,246+33.5% |