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 | $8,249 | $144,119-94.3% | $117,854-93.0% | $147,584-94.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 5.63% | 531.15%-525.5pp | 335.08%-329.4pp | 578.55%-572.9pp |
| Employer contribution / active EE | $2,257 | $4,896-53.9% | $3,786-40.4% | $4,876-53.7% |
| Participant deferral / active EE | $12,756 | $5,316+140.0% | $4,482+184.6% | $5,439+134.5% |
| Admin fee / account holder | $116,409 | $10,886+969.4% | $8,020+1351.5% | $10,885+969.4% |