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 10-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 | $5,342 | $99,020-94.6% | $86,590-93.8% | $147,584-96.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 8.38% | 1312.34%-1304.0pp | 964.84%-956.5pp | 578.55%-570.2pp |
| Employer contribution / active EE | $1,007 | $3,132-67.8% | $2,839-64.5% | $4,876-79.3% |
| Participant deferral / active EE | $951 | $3,972-76.0% | $3,609-73.6% | $5,439-82.5% |
| Admin fee / account holder | $322 | $5,710-94.4% | $4,906-93.4% | $10,885-97.0% |