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 | $18,151 | $127,386-85.8% | $115,037-84.2% | $125,391-85.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -8.33% | 31.28%-39.6pp | 26.14%-34.5pp | 282.22%-290.6pp |
| Employer contribution / active EE | $1,291 | $5,166-75.0% | $4,608-72.0% | $4,866-73.5% |
| Participant deferral / active EE | $11,257 | $6,423+75.3% | $6,026+86.8% | $5,352+110.3% |
| Admin fee / account holder | $1,081 | $9,516-88.6% | $8,175-86.8% | $9,540-88.7% |