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 | $6,937 | $65,685-89.4% | $57,179-87.9% | $273,961-97.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -3.62% | 21.99%-25.6pp | 14.59%-18.2pp | 41.45%-45.1pp |
| Employer contribution / active EE | $750 | $3,279-77.1% | $2,682-72.0% | $4,869-84.6% |
| Participant deferral / active EE | $1,826 | $3,782-51.7% | $3,096-41.0% | $5,287-65.5% |
| Admin fee / account holder | $563 | $4,835-88.4% | $3,139-82.1% | $10,132-94.4% |