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 7-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 | $4,835 | $90,397-94.7% | $76,002-93.6% | $145,959-96.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 4.79% | 621.97%-617.2pp | 360.07%-355.3pp | 561.95%-557.2pp |
| Employer contribution / active EE | $797 | $3,317-76.0% | $2,688-70.4% | $4,661-82.9% |
| Participant deferral / active EE | $1,600 | $5,163-69.0% | $4,257-62.4% | $6,689-76.1% |
| Admin fee / account holder | $2,137 | $8,369-74.5% | $6,414-66.7% | $13,398-84.0% |