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 | $4,815 | $110,257-95.6% | $96,544-95.0% | $139,434-96.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 0.84% | 26.32%-25.5pp | 25.84%-25.0pp | 372.94%-372.1pp |
| Employer contribution / active EE | $2,233 | $3,620-38.3% | $2,965-24.7% | $4,751-53.0% |
| Participant deferral / active EE | $2,233 | $5,548-59.8% | $4,851-54.0% | $6,710-66.7% |
| Admin fee / account holder | $15,058 | $11,591+29.9% | $8,252+82.5% | $11,403+32.1% |