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 | $21,776 | $209,832-89.6% | $189,513-88.5% | $167,490-87.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 4.65% | 748.27%-743.6pp | 555.15%-550.5pp | 478.56%-473.9pp |
| Employer contribution / active EE | $2,710 | $6,914-60.8% | $6,162-56.0% | $4,837-44.0% |
| Participant deferral / active EE | $6,875 | $8,935-23.1% | $8,221-16.4% | $6,341+8.4% |
| Admin fee / account holder | $12,930 | $14,293-9.5% | $12,045+7.4% | $12,309+5.0% |