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 | $4,453 | $198,466-97.8% | $170,442-97.4% | $147,584-97.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.73% | 257.29%-248.6pp | 205.93%-197.2pp | 578.55%-569.8pp |
| Employer contribution / active EE | $2,047 | $6,184-66.9% | $5,433-62.3% | $4,876-58.0% |
| Participant deferral / active EE | $5,579 | $5,629-0.9% | $4,939+12.9% | $5,439+2.6% |
| Admin fee / account holder | $5,332 | $16,852-68.4% | $13,880-61.6% | $10,885-51.0% |