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 9-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 | $12,131 | $148,534-91.8% | $135,903-91.1% | $139,434-91.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 4.27% | 79.19%-74.9pp | 68.23%-64.0pp | 372.94%-368.7pp |
| Employer contribution / active EE | $5,436 | $5,243+3.7% | $4,856+11.9% | $4,751+14.4% |
| Participant deferral / active EE | $35,546 | $8,100+338.8% | $7,758+358.2% | $6,710+429.7% |
| Admin fee / account holder | $65,777 | $12,400+430.5% | $10,762+511.2% | $11,403+476.9% |