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 7-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 | $6,991 | $105,181-93.4% | $159,436-95.6% | $85,850-91.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 8.54% | 45.07%-36.5pp | 263.57%-255.0pp | 318.53%-310.0pp |
| Employer contribution / active EE | $1,579 | $3,318-52.4% | $4,829-67.3% | $2,565-38.4% |
| Participant deferral / active EE | $3,659 | $5,945-38.5% | $7,352-50.2% | $3,952-7.4% |
| Admin fee / account holder | $327 | $6,933-95.3% | $10,799-97.0% | $6,260-94.8% |