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 | $17,125 | $176,056-90.3% | $159,436-89.3% | $167,490-89.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 4.81% | 331.75%-326.9pp | 263.57%-258.8pp | 478.56%-473.8pp |
| Employer contribution / active EE | $2,927 | $5,297-44.7% | $4,829-39.4% | $4,837-39.5% |
| Participant deferral / active EE | $6,715 | $7,750-13.4% | $7,352-8.7% | $6,341+5.9% |
| Admin fee / account holder | $3,866 | $12,554-69.2% | $10,799-64.2% | $12,309-68.6% |