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 6-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 | $5,198 | $114,237-95.5% | $119,258-95.6% | $167,490-96.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 7.70% | 29.87%-22.2pp | 30.69%-23.0pp | 478.56%-470.9pp |
| Employer contribution / active EE | $3,877 | $4,481-13.5% | $4,384-11.6% | $4,837-19.9% |
| Participant deferral / active EE | $0 | $6,084-100.0% | $6,111-100.0% | $6,341-100.0% |
| Admin fee / account holder | $2,434 | $8,932-72.8% | $7,226-66.3% | $12,309-80.2% |