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 5-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 | $6,394 | $202,432-96.8% | $169,368-96.2% | $139,434-95.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | -3.88% | 531.74%-535.6pp | 405.60%-409.5pp | 372.94%-376.8pp |
| Employer contribution / active EE | $1,630 | $4,692-65.3% | $4,013-59.4% | $4,751-65.7% |
| Participant deferral / active EE | $4,565 | $6,938-34.2% | $6,221-26.6% | $6,710-32.0% |
| Admin fee / account holder | $533 | $10,708-95.0% | $9,003-94.1% | $11,403-95.3% |