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 | $18,624 | $150,440-87.6% | $136,294-86.3% | $147,584-87.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 6.51% | 1049.08%-1042.6pp | 5155.94%-5149.4pp | 578.55%-572.0pp |
| Employer contribution / active EE | $4,350 | $5,256-17.2% | $4,695-7.4% | $4,876-10.8% |
| Participant deferral / active EE | $5,042 | $6,630-24.0% | $6,247-19.3% | $5,439-7.3% |
| Admin fee / account holder | $6,731 | $10,905-38.3% | $9,243-27.2% | $10,885-38.2% |