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 | $25,302 | $209,411-87.9% | $178,490-85.8% | $158,922-84.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.08% | 188.75%-184.7pp | 151.07%-147.0pp | 302.83%-298.7pp |
| Employer contribution / active EE | $11,277 | $5,706+97.6% | $5,011+125.1% | $4,761+136.8% |
| Participant deferral / active EE | $5,794 | $5,954-2.7% | $5,202+11.4% | $5,982-3.1% |
| Admin fee / account holder | $36,326 | $17,074+112.7% | $13,984+159.8% | $11,246+223.0% |