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 4-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 | $11,154 | $154,228-92.8% | $145,433-92.3% | $137,256-91.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 8.66% | 74.59%-65.9pp | 66.58%-57.9pp | 220.34%-211.7pp |
| Employer contribution / active EE | $3,230 | $4,804-32.8% | $4,554-29.1% | $4,156-22.3% |
| Participant deferral / active EE | $3,230 | $8,216-60.7% | $7,897-59.1% | $6,407-49.6% |
| Admin fee / account holder | $11,234 | $14,344-21.7% | $13,129-14.4% | $12,270-8.4% |