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 | $14,984 | $157,256-90.5% | $141,162-89.4% | $152,861-90.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 3.14% | 64.32%-61.2pp | 71.39%-68.3pp | 345.32%-342.2pp |
| Employer contribution / active EE | $3,610 | $5,261-31.4% | $4,735-23.8% | $4,762-24.2% |
| Participant deferral / active EE | $3,439 | $7,109-51.6% | $6,709-48.7% | $5,850-41.2% |
| Admin fee / account holder | $315 | $12,120-97.4% | $10,261-96.9% | $11,596-97.3% |