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 | $15,794 | $150,440-89.5% | $136,294-88.4% | $147,584-89.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 1.89% | 1049.08%-1047.2pp | 5155.94%-5154.0pp | 578.55%-576.7pp |
| Employer contribution / active EE | $3,946 | $5,256-24.9% | $4,695-16.0% | $4,876-19.1% |
| Participant deferral / active EE | $5,344 | $6,630-19.4% | $6,247-14.5% | $5,439-1.7% |
| Admin fee / account holder | $83,649 | $10,905+667.1% | $9,243+805.0% | $10,885+668.5% |