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 | $30,185 | $171,865-82.4% | $149,718-79.8% | $147,584-79.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 5.93% | 2113.22%-2107.3pp | 1501.63%-1495.7pp | 578.55%-572.6pp |
| Employer contribution / active EE | $2,076 | $6,275-66.9% | $5,445-61.9% | $4,876-57.4% |
| Participant deferral / active EE | $5,622 | $7,271-22.7% | $6,569-14.4% | $5,439+3.4% |
| Admin fee / account holder | $62,477 | $13,799+352.8% | $11,283+453.7% | $10,885+474.0% |