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 | $5,999 | $189,613-96.8% | $167,512-96.4% | $142,382-95.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 7.66% | 2024.68%-2017.0pp | 1615.79%-1608.1pp | 217.08%-209.4pp |
| Employer contribution / active EE | $1,116 | $4,349-74.3% | $3,882-71.3% | $4,299-74.0% |
| Participant deferral / active EE | $1,805 | $6,981-74.1% | $6,405-71.8% | $6,507-72.3% |
| Admin fee / account holder | $2,820 | $10,528-73.2% | $9,769-71.1% | $12,624-77.7% |