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 | $3,546 | $210,698-98.3% | $178,014-98.0% | $145,959-97.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | -1.93% | 386.27%-388.2pp | 294.80%-296.7pp | 561.95%-563.9pp |
| Employer contribution / active EE | $1,166 | $4,567-74.5% | $3,950-70.5% | $4,661-75.0% |
| Participant deferral / active EE | $1,907 | $6,958-72.6% | $6,276-69.6% | $6,689-71.5% |
| Admin fee / account holder | $42,383 | $12,016+252.7% | $10,362+309.0% | $13,398+216.3% |