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 | $3,648 | $96,305-96.2% | $80,569-95.5% | $139,434-97.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 4.47% | 1350.08%-1345.6pp | 935.43%-931.0pp | 372.94%-368.5pp |
| Employer contribution / active EE | $1,932 | $3,262-40.8% | $2,723-29.1% | $4,751-59.3% |
| Participant deferral / active EE | $6,000 | $5,232+14.7% | $4,447+34.9% | $6,710-10.6% |
| Admin fee / account holder | $56,170 | $6,599+751.2% | $5,377+944.6% | $11,403+392.6% |