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 | $25,421 | $104,475-75.7% | $159,436-84.1% | $79,386-68.0% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 10.41% | 67.95%-57.5pp | 263.57%-253.2pp | 116.85%-106.4pp |
| Employer contribution / active EE | $3,049 | $3,417-10.8% | $4,829-36.9% | $2,427+25.6% |
| Participant deferral / active EE | $3,759 | $6,467-41.9% | $7,352-48.9% | $4,046-7.1% |
| Admin fee / account holder | $3,554 | $711+399.8% | $10,799-67.1% | $626+467.4% |