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 | $30,496 | $197,591-84.6% | $177,821-82.9% | $158,922-80.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | -2.16% | 58.76%-60.9pp | 48.32%-50.5pp | 302.83%-305.0pp |
| Employer contribution / active EE | $14,746 | $6,697+120.2% | $5,918+149.2% | $4,761+209.7% |
| Participant deferral / active EE | $20,951 | $8,405+149.3% | $7,714+171.6% | $5,982+250.2% |
| Admin fee / account holder | $27,661 | $15,399+79.6% | $12,427+122.6% | $11,246+146.0% |