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 | $11,499 | $118,919-90.3% | $88,538-87.0% | $152,861-92.5% |
| Participation rate | 95.2% | 73.4%+21.9pp | 68.7%+26.5pp | 82.4%+12.8pp |
| Annual return | 5.52% | 47.92%-42.4pp | 43.64%-38.1pp | 345.32%-339.8pp |
| Employer contribution / active EE | $1,177 | $2,669-55.9% | $2,098-43.9% | $4,762-75.3% |
| Participant deferral / active EE | $1,186 | $3,549-66.6% | $2,914-59.3% | $5,850-79.7% |
| Admin fee / account holder | $672 | $5,876-88.6% | $4,310-84.4% | $11,596-94.2% |