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 | $19,778 | $176,056-88.8% | $159,436-87.6% | $167,490-88.2% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 7.27% | 331.75%-324.5pp | 263.57%-256.3pp | 478.56%-471.3pp |
| Employer contribution / active EE | $4,748 | $5,297-10.4% | $4,829-1.7% | $4,837-1.9% |
| Participant deferral / active EE | $11,252 | $7,750+45.2% | $7,352+53.0% | $6,341+77.4% |
| Admin fee / account holder | $182,918 | $12,554+1357.1% | $10,799+1593.9% | $12,309+1386.1% |