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 | $5,496 | $177,572-96.9% | $154,803-96.4% | $142,382-96.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | -1.18% | 65.07%-66.3pp | 58.88%-60.1pp | 217.08%-218.3pp |
| Employer contribution / active EE | $13,365 | $4,810+177.8% | $4,305+210.4% | $4,299+210.9% |
| Participant deferral / active EE | $8,425 | $6,272+34.3% | $5,540+52.1% | $6,507+29.5% |
| Admin fee / account holder | $12,486 | $16,786-25.6% | $14,329-12.9% | $12,624-1.1% |