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 | $34,281 | $171,865-80.1% | $149,718-77.1% | $147,584-76.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 3.25% | 2113.22%-2110.0pp | 1501.63%-1498.4pp | 578.55%-575.3pp |
| Employer contribution / active EE | $4,523 | $6,275-27.9% | $5,445-16.9% | $4,876-7.2% |
| Participant deferral / active EE | $11,436 | $7,271+57.3% | $6,569+74.1% | $5,439+110.3% |
| Admin fee / account holder | $201,799 | $13,799+1362.4% | $11,283+1688.6% | $10,885+1753.9% |