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 | $10,923 | $183,519-94.0% | $155,509-93.0% | $145,922-92.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.80% | 61.17%-55.4pp | 64.67%-58.9pp | 561.29%-555.5pp |
| Employer contribution / active EE | $1,839 | $5,313-65.4% | $4,672-60.6% | $4,660-60.5% |
| Participant deferral / active EE | $2,723 | $6,462-57.9% | $5,626-51.6% | $6,688-59.3% |
| Admin fee / account holder | $21,220 | $19,313+9.9% | $15,912+33.4% | $13,397+58.4% |