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 | $5,283 | $103,376-94.9% | $87,100-93.9% | $152,861-96.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 0.79% | 28.10%-27.3pp | 28.19%-27.4pp | 345.32%-344.5pp |
| Employer contribution / active EE | $1,600 | $3,220-50.3% | $2,521-36.5% | $4,762-66.4% |
| Participant deferral / active EE | $3,360 | $4,778-29.7% | $4,049-17.0% | $5,850-42.6% |
| Admin fee / account holder | $2,414 | $12,205-80.2% | $7,497-67.8% | $11,596-79.2% |