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 | $9,275 | $99,020-90.6% | $86,590-89.3% | $147,584-93.7% |
| Participation rate | 87.5% | 76.3%+11.2pp | 73.5%+14.0pp | 82.8%+4.7pp |
| Annual return | 8.41% | 1312.34%-1303.9pp | 964.84%-956.4pp | 578.55%-570.1pp |
| Employer contribution / active EE | $1,352 | $3,132-56.8% | $2,839-52.4% | $4,876-72.3% |
| Participant deferral / active EE | $2,011 | $3,972-49.4% | $3,609-44.3% | $5,439-63.0% |
| Admin fee / account holder | $29,425 | $5,710+415.3% | $4,906+499.8% | $10,885+170.3% |