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 7-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 | $21,421 | $202,318-89.4% | $172,739-87.6% | $152,861-86.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 10.82% | 1029.65%-1018.8pp | 802.84%-792.0pp | 345.32%-334.5pp |
| Employer contribution / active EE | $2,087 | $5,856-64.4% | $5,143-59.4% | $4,762-56.2% |
| Participant deferral / active EE | $4,913 | $5,948-17.4% | $5,198-5.5% | $5,850-16.0% |
| Admin fee / account holder | $241,717 | $17,109+1312.8% | $13,954+1632.3% | $11,596+1984.4% |