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 | $90,348-94.6% | $75,972-93.6% | $145,922-96.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 4.79% | 620.88%-616.1pp | 359.55%-354.8pp | 561.29%-556.5pp |
| Employer contribution / active EE | $797 | $3,311-75.9% | $2,685-70.3% | $4,660-82.9% |
| Participant deferral / active EE | $1,600 | $5,162-69.0% | $4,255-62.4% | $6,688-76.1% |
| Admin fee / account holder | $2,137 | $8,467-74.8% | $6,467-67.0% | $13,397-84.0% |