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 8-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 | $5,644 | $111,754-94.9% | $103,333-94.5% | $145,922-96.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.96% | 24.77%-16.8pp | 24.88%-16.9pp | 561.29%-553.3pp |
| Employer contribution / active EE | $2,051 | $4,212-51.3% | $3,868-47.0% | $4,660-56.0% |
| Participant deferral / active EE | $2,203 | $5,619-60.8% | $5,057-56.4% | $6,688-67.1% |
| Admin fee / account holder | $1,025 | $9,750-89.5% | $8,355-87.7% | $13,397-92.3% |