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 | $4,638 | $157,256-97.1% | $141,162-96.7% | $152,861-97.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 5.28% | 64.32%-59.0pp | 71.39%-66.1pp | 345.32%-340.0pp |
| Employer contribution / active EE | $1,282 | $5,261-75.6% | $4,735-72.9% | $4,762-73.1% |
| Participant deferral / active EE | $2,900 | $7,109-59.2% | $6,709-56.8% | $5,850-50.4% |
| Admin fee / account holder | $12,166 | $12,120+0.4% | $10,261+18.6% | $11,596+4.9% |