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 | $8,799 | $90,503-90.3% | $78,689-88.8% | $273,961-96.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 0.24% | 75.60%-75.4pp | 62.18%-61.9pp | 41.45%-41.2pp |
| Employer contribution / active EE | $709 | $3,176-77.7% | $2,851-75.1% | $4,869-85.4% |
| Participant deferral / active EE | $1,250 | $3,901-68.0% | $3,517-64.5% | $5,287-76.4% |
| Admin fee / account holder | $369,444 | $5,263+6919.4% | $4,510+8091.0% | $10,132+3546.3% |