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 | $18,150 | $185,822-90.2% | $169,993-89.3% | $139,434-87.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | -1.40% | 60.50%-61.9pp | 53.37%-54.8pp | 372.94%-374.3pp |
| Employer contribution / active EE | $15,733 | $7,590+107.3% | $6,785+131.9% | $4,751+231.2% |
| Participant deferral / active EE | $17,984 | $11,622+54.7% | $10,408+72.8% | $6,710+168.0% |
| Admin fee / account holder | $59,309 | $15,381+285.6% | $12,815+362.8% | $11,403+420.1% |