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 | $28,499 | $209,411-86.4% | $178,490-84.0% | $158,922-82.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.60% | 188.75%-184.2pp | 151.07%-146.5pp | 302.83%-298.2pp |
| Employer contribution / active EE | $1,647 | $5,706-71.1% | $5,011-67.1% | $4,761-65.4% |
| Participant deferral / active EE | $2,389 | $5,954-59.9% | $5,202-54.1% | $5,982-60.1% |
| Admin fee / account holder | $37,475 | $17,074+119.5% | $13,984+168.0% | $11,246+233.2% |