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 | $22,815 | $198,466-88.5% | $170,442-86.6% | $147,584-84.5% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 8.66% | 257.29%-248.6pp | 205.93%-197.3pp | 578.55%-569.9pp |
| Employer contribution / active EE | $5,659 | $6,184-8.5% | $5,433+4.2% | $4,876+16.0% |
| Participant deferral / active EE | $4,020 | $5,629-28.6% | $4,939-18.6% | $5,439-26.1% |
| Admin fee / account holder | $1,534 | $16,852-90.9% | $13,880-88.9% | $10,885-85.9% |