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 | $13,375 | $175,202-92.4% | $149,673-91.1% | $139,434-90.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 5.40% | 166.71%-161.3pp | 134.42%-129.0pp | 372.94%-367.5pp |
| Employer contribution / active EE | $1,208 | $5,474-77.9% | $4,818-74.9% | $4,751-74.6% |
| Participant deferral / active EE | $7,750 | $6,519+18.9% | $5,680+36.4% | $6,710+15.5% |
| Admin fee / account holder | $86,056 | $16,150+432.8% | $13,210+551.5% | $11,403+654.7% |