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 | $7,526 | $117,381-93.6% | $99,443-92.4% | $152,861-95.1% |
| Participation rate | 95.8% | 77.5%+18.3pp | 73.8%+22.0pp | 82.4%+13.4pp |
| Annual return | 2.53% | 31.87%-29.3pp | 30.72%-28.2pp | 345.32%-342.8pp |
| Employer contribution / active EE | $3,565 | $3,013+18.3% | $2,540+40.4% | $4,762-25.1% |
| Participant deferral / active EE | $774 | $4,086-81.0% | $3,619-78.6% | $5,850-86.8% |
| Admin fee / account holder | $306 | $7,631-96.0% | $6,250-95.1% | $11,596-97.4% |