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 | $14,744 | $209,411-93.0% | $178,490-91.7% | $158,922-90.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.92% | 188.75%-183.8pp | 151.07%-146.2pp | 302.83%-297.9pp |
| Employer contribution / active EE | $2,197 | $5,706-61.5% | $5,011-56.2% | $4,761-53.9% |
| Participant deferral / active EE | $2,388 | $5,954-59.9% | $5,202-54.1% | $5,982-60.1% |
| Admin fee / account holder | $1,580 | $17,074-90.7% | $13,984-88.7% | $11,246-85.9% |