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 | $15,661 | $176,056-91.1% | $159,436-90.2% | $167,490-90.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 0.84% | 331.75%-330.9pp | 263.57%-262.7pp | 478.56%-477.7pp |
| Employer contribution / active EE | $11,493 | $5,297+117.0% | $4,829+138.0% | $4,837+137.6% |
| Participant deferral / active EE | $11,547 | $7,750+49.0% | $7,352+57.1% | $6,341+82.1% |
| Admin fee / account holder | $198,022 | $12,554+1477.4% | $10,799+1733.8% | $12,309+1508.8% |