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 8-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 | $16,073 | $165,984-90.3% | $164,813-90.2% | $145,922-89.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 4.17% | 100.03%-95.9pp | 69.93%-65.8pp | 561.29%-557.1pp |
| Employer contribution / active EE | $2,067 | $5,273-60.8% | $4,341-52.4% | $4,660-55.7% |
| Participant deferral / active EE | $4,148 | $6,959-40.4% | $6,031-31.2% | $6,688-38.0% |
| Admin fee / account holder | $40,982 | $16,648+146.2% | $12,690+222.9% | $13,397+205.9% |