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 | $8,780 | $198,466-95.6% | $170,442-94.8% | $147,584-94.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 5.57% | 257.29%-251.7pp | 205.93%-200.4pp | 578.55%-573.0pp |
| Employer contribution / active EE | $1,978 | $6,184-68.0% | $5,433-63.6% | $4,876-59.4% |
| Participant deferral / active EE | $5,960 | $5,629+5.9% | $4,939+20.7% | $5,439+9.6% |
| Admin fee / account holder | $33,496 | $16,852+98.8% | $13,880+141.3% | $10,885+207.7% |