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 | $29,940 | $183,963-83.7% | $162,163-81.5% | $152,861-80.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 12.42% | 150.76%-138.3pp | 115.59%-103.2pp | 345.32%-332.9pp |
| Employer contribution / active EE | $5,017 | $6,371-21.3% | $5,614-10.6% | $4,762+5.3% |
| Participant deferral / active EE | $14,702 | $8,034+83.0% | $7,298+101.5% | $5,850+151.3% |
| Admin fee / account holder | $40,179 | $13,121+206.2% | $10,843+270.6% | $11,596+246.5% |