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 6-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 | $18,935 | $105,181-82.0% | $159,436-88.1% | $85,850-77.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 10.83% | 45.07%-34.2pp | 263.57%-252.7pp | 318.53%-307.7pp |
| Employer contribution / active EE | $1,897 | $3,318-42.8% | $4,829-60.7% | $2,565-26.0% |
| Participant deferral / active EE | $4,705 | $5,945-20.9% | $7,352-36.0% | $3,952+19.1% |
| Admin fee / account holder | $3,686 | $6,933-46.8% | $10,799-65.9% | $6,260-41.1% |