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 7-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 | $12,343 | $176,056-93.0% | $159,436-92.3% | $167,490-92.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.67% | 331.75%-322.1pp | 263.57%-253.9pp | 478.56%-468.9pp |
| Employer contribution / active EE | $3,595 | $5,297-32.1% | $4,829-25.6% | $4,837-25.7% |
| Participant deferral / active EE | $3,595 | $7,750-53.6% | $7,352-51.1% | $6,341-43.3% |
| Admin fee / account holder | $510 | $12,554-95.9% | $10,799-95.3% | $12,309-95.9% |