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 6-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 | $22,563 | $176,812-87.2% | $146,665-84.6% | $167,490-86.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 7.45% | 24.03%-16.6pp | 22.74%-15.3pp | 478.56%-471.1pp |
| Employer contribution / active EE | $5,412 | $5,160+4.9% | $4,136+30.9% | $4,837+11.9% |
| Participant deferral / active EE | $11,893 | $6,440+84.7% | $5,506+116.0% | $6,341+87.6% |
| Admin fee / account holder | $1,056 | $13,259-92.0% | $10,280-89.7% | $12,309-91.4% |