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 | $29,446 | $209,832-86.0% | $189,513-84.5% | $167,490-82.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 6.61% | 748.27%-741.7pp | 555.15%-548.5pp | 478.56%-471.9pp |
| Employer contribution / active EE | $1,877 | $6,914-72.9% | $6,162-69.5% | $4,837-61.2% |
| Participant deferral / active EE | $10,810 | $8,935+21.0% | $8,221+31.5% | $6,341+70.5% |
| Admin fee / account holder | $3,511 | $14,293-75.4% | $12,045-70.9% | $12,309-71.5% |