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 | $11,714 | $209,336-94.4% | $197,124-94.1% | $137,256-91.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 11.50% | 48.09%-36.6pp | 44.34%-32.8pp | 220.34%-208.8pp |
| Employer contribution / active EE | $3,268 | $6,591-50.4% | $6,227-47.5% | $4,156-21.4% |
| Participant deferral / active EE | $8,169 | $9,614-15.0% | $9,135-10.6% | $6,407+27.5% |
| Admin fee / account holder | $112,430 | $17,308+549.6% | $16,298+589.8% | $12,270+816.3% |