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 | $20,043 | $150,440-86.7% | $136,294-85.3% | $147,584-86.4% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 8.11% | 1049.08%-1041.0pp | 5155.94%-5147.8pp | 578.55%-570.4pp |
| Employer contribution / active EE | $3,239 | $5,256-38.4% | $4,695-31.0% | $4,876-33.6% |
| Participant deferral / active EE | $7,946 | $6,630+19.8% | $6,247+27.2% | $5,439+46.1% |
| Admin fee / account holder | $113,055 | $10,905+936.7% | $9,243+1123.1% | $10,885+938.6% |