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 | $14,547 | $105,998-86.3% | $92,233-84.2% | $147,584-90.1% |
| Participation rate | 89.5% | 80.4%+9.1pp | 76.5%+13.0pp | 82.8%+6.6pp |
| Annual return | 8.77% | 50.05%-41.3pp | 176.28%-167.5pp | 578.55%-569.8pp |
| Employer contribution / active EE | $3,365 | $4,333-22.3% | $3,679-8.5% | $4,876-31.0% |
| Participant deferral / active EE | $1,193 | $4,478-73.3% | $3,897-69.4% | $5,439-78.1% |
| Admin fee / account holder | $539 | $6,332-91.5% | $5,194-89.6% | $10,885-95.0% |