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 8-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 | $14,236 | $155,788-90.9% | $124,672-88.6% | $167,490-91.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 2.58% | 17.97%-15.4pp | 5142.93%-5140.4pp | 478.56%-476.0pp |
| Employer contribution / active EE | $4,116 | $4,163-1.1% | $3,324+23.8% | $4,837-14.9% |
| Participant deferral / active EE | $0 | $5,673-100.0% | $4,614-100.0% | $6,341-100.0% |
| Admin fee / account holder | $1,306 | $9,531-86.3% | $7,493-82.6% | $12,309-89.4% |