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 9-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 | $20,298 | $103,376-80.4% | $87,100-76.7% | $152,861-86.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 7.17% | 28.10%-20.9pp | 28.19%-21.0pp | 345.32%-338.2pp |
| Employer contribution / active EE | $1,038 | $3,220-67.8% | $2,521-58.8% | $4,762-78.2% |
| Participant deferral / active EE | $3,053 | $4,778-36.1% | $4,049-24.6% | $5,850-47.8% |
| Admin fee / account holder | $543 | $12,205-95.5% | $7,497-92.8% | $11,596-95.3% |