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 | $11,877 | $105,998-88.8% | $92,233-87.1% | $147,584-92.0% |
| Participation rate | 93.3% | 80.4%+12.9pp | 76.5%+16.9pp | 82.8%+10.5pp |
| Annual return | 9.09% | 50.05%-41.0pp | 176.28%-167.2pp | 578.55%-569.5pp |
| Employer contribution / active EE | $7,613 | $4,333+75.7% | $3,679+106.9% | $4,876+56.1% |
| Participant deferral / active EE | $1,854 | $4,478-58.6% | $3,897-52.4% | $5,439-65.9% |
| Admin fee / account holder | $2,064 | $6,332-67.4% | $5,194-60.3% | $10,885-81.0% |