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 | $14,926 | $227,553-93.4% | $189,557-92.1% | $167,490-91.1% |
| Participation rate | 94.1% | 82.5%+11.6pp | 78.4%+15.7pp | 82.1%+12.0pp |
| Annual return | 4.49% | 78.40%-73.9pp | 64.17%-59.7pp | 478.56%-474.1pp |
| Employer contribution / active EE | $2,180 | $5,316-59.0% | $4,412-50.6% | $4,837-54.9% |
| Participant deferral / active EE | $0 | $7,002-100.0% | $6,174-100.0% | $6,341-100.0% |
| Admin fee / account holder | $950 | $11,878-92.0% | $9,807-90.3% | $12,309-92.3% |