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 | $3,541 | $99,877-96.5% | $84,966-95.8% | $145,922-97.6% |
| Participation rate | 93.8% | 74.1%+19.7pp | 67.5%+26.2pp | 80.3%+13.5pp |
| Annual return | 5.07% | 83.76%-78.7pp | 66.38%-61.3pp | 561.29%-556.2pp |
| Employer contribution / active EE | $1,168 | $3,231-63.9% | $2,727-57.2% | $4,660-74.9% |
| Participant deferral / active EE | $3,591 | $5,291-32.1% | $4,519-20.5% | $6,688-46.3% |
| Admin fee / account holder | $2,336 | $7,248-67.8% | $6,149-62.0% | $13,397-82.6% |