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 | $12,085 | $99,020-87.8% | $86,590-86.0% | $147,584-91.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 3.77% | 1312.34%-1308.6pp | 964.84%-961.1pp | 578.55%-574.8pp |
| Employer contribution / active EE | $50 | $3,132-98.4% | $2,839-98.3% | $4,876-99.0% |
| Participant deferral / active EE | $4,384 | $3,972+10.4% | $3,609+21.5% | $5,439-19.4% |
| Admin fee / account holder | $1,873 | $5,710-67.2% | $4,906-61.8% | $10,885-82.8% |