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 | $5,145 | $124,425-95.9% | $112,040-95.4% | $137,256-96.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 6.67% | 24.72%-18.0pp | 24.52%-17.9pp | 220.34%-213.7pp |
| Employer contribution / active EE | $5,865 | $3,411+71.9% | $2,954+98.5% | $4,156+41.1% |
| Participant deferral / active EE | $7,332 | $5,718+28.2% | $5,098+43.8% | $6,407+14.4% |
| Admin fee / account holder | $129,164 | $15,207+749.4% | $12,098+967.6% | $12,270+952.7% |