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 | $22,627 | $217,402-89.6% | $185,823-87.8% | $167,490-86.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 6.79% | 148.36%-141.6pp | 122.05%-115.3pp | 478.56%-471.8pp |
| Employer contribution / active EE | $4,458 | $5,873-24.1% | $5,167-13.7% | $4,837-7.8% |
| Participant deferral / active EE | $7,331 | $6,356+15.3% | $5,568+31.7% | $6,341+15.6% |
| Admin fee / account holder | $58,483 | $19,811+195.2% | $16,237+260.2% | $12,309+375.1% |