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 | $4,995 | $115,882-95.7% | $100,516-95.0% | $158,922-96.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 3.60% | 34.79%-31.2pp | 30.89%-27.3pp | 302.83%-299.2pp |
| Employer contribution / active EE | $6,080 | $4,103+48.2% | $3,418+77.9% | $4,761+27.7% |
| Participant deferral / active EE | $11,915 | $6,674+78.5% | $6,270+90.0% | $5,982+99.2% |
| Admin fee / account holder | $9,589 | $10,995-12.8% | $8,081+18.7% | $11,246-14.7% |