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 | $19,426 | $165,984-88.3% | $164,813-88.2% | $145,922-86.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 6.89% | 100.03%-93.1pp | 69.93%-63.0pp | 561.29%-554.4pp |
| Employer contribution / active EE | $2,745 | $5,273-47.9% | $4,341-36.8% | $4,660-41.1% |
| Participant deferral / active EE | $3,009 | $6,959-56.8% | $6,031-50.1% | $6,688-55.0% |
| Admin fee / account holder | $39,573 | $16,648+137.7% | $12,690+211.9% | $13,397+195.4% |