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 | $127,065-96.0% | $113,168-95.5% | $142,382-96.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 6.67% | 24.03%-17.4pp | 24.27%-17.6pp | 217.08%-210.4pp |
| Employer contribution / active EE | $5,865 | $3,442+70.4% | $2,975+97.1% | $4,299+36.4% |
| Participant deferral / active EE | $7,332 | $5,716+28.3% | $5,107+43.6% | $6,507+12.7% |
| Admin fee / account holder | $129,164 | $15,736+720.8% | $12,068+970.3% | $12,624+923.2% |