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 | $19,887 | $198,466-90.0% | $170,442-88.3% | $147,584-86.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 1.50% | 257.29%-255.8pp | 205.93%-204.4pp | 578.55%-577.1pp |
| Employer contribution / active EE | $4,735 | $6,184-23.4% | $5,433-12.8% | $4,876-2.9% |
| Participant deferral / active EE | $5,132 | $5,629-8.8% | $4,939+3.9% | $5,439-5.6% |
| Admin fee / account holder | $10,880 | $16,852-35.4% | $13,880-21.6% | $10,8850% |