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 | $22,982 | $214,378-89.3% | $200,582-88.5% | $142,382-83.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | -1.58% | 46.41%-48.0pp | 42.33%-43.9pp | 217.08%-218.7pp |
| Employer contribution / active EE | $8,213 | $6,841+20.0% | $6,419+27.9% | $4,299+91.0% |
| Participant deferral / active EE | $9,587 | $9,865-2.8% | $9,331+2.7% | $6,507+47.3% |
| Admin fee / account holder | $379,959 | $17,692+2047.6% | $16,305+2230.4% | $12,624+2909.9% |