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 | $14,127 | $201,272-93.0% | $184,203-92.3% | $145,922-90.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.24% | 29.00%-19.8pp | 28.81%-19.6pp | 561.29%-552.0pp |
| Employer contribution / active EE | $3,511 | $7,022-50.0% | $6,427-45.4% | $4,660-24.6% |
| Participant deferral / active EE | $4,659 | $9,806-52.5% | $9,131-49.0% | $6,688-30.3% |
| Admin fee / account holder | $3,505 | $16,364-78.6% | $13,901-74.8% | $13,397-73.8% |