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 | $12,456 | $183,592-93.2% | $155,567-92.0% | $145,959-91.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.83% | 61.24%-55.4pp | 64.74%-58.9pp | 561.95%-556.1pp |
| Employer contribution / active EE | $1,984 | $5,315-62.7% | $4,674-57.6% | $4,661-57.4% |
| Participant deferral / active EE | $2,638 | $6,464-59.2% | $5,628-53.1% | $6,689-60.6% |
| Admin fee / account holder | $8,405 | $19,318-56.5% | $15,916-47.2% | $13,398-37.3% |