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 | $7,886 | $110,809-92.9% | $86,874-90.9% | $167,490-95.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 5.19% | 116.98%-111.8pp | 63.52%-58.3pp | 478.56%-473.4pp |
| Employer contribution / active EE | $3,544 | $3,244+9.2% | $2,495+42.0% | $4,837-26.7% |
| Participant deferral / active EE | $0 | $4,546-100.0% | $3,699-100.0% | $6,341-100.0% |
| Admin fee / account holder | $405 | $8,415-95.2% | $5,828-93.1% | $12,309-96.7% |