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 4-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 | $7,959 | $106,584-92.5% | $101,326-92.1% | $142,382-94.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 8.28% | 36.93%-28.6pp | 36.82%-28.5pp | 217.08%-208.8pp |
| Employer contribution / active EE | $3,278 | $3,956-17.1% | $3,665-10.6% | $4,299-23.7% |
| Participant deferral / active EE | $3,519 | $8,297-57.6% | $7,994-56.0% | $6,507-45.9% |
| Admin fee / account holder | $12,551 | $11,446+9.7% | $11,185+12.2% | $12,624-0.6% |