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 | $6,062 | $70,669-91.4% | $169,368-96.4% | $75,163-91.9% |
| Participation rate | 86.8% | 64.8%+22.1pp | 77.1%+9.7pp | 67.2%+19.7pp |
| Annual return | 10.20% | 36.36%-26.2pp | 405.60%-395.4pp | 160.62%-150.4pp |
| Employer contribution / active EE | $809 | $2,211-63.4% | $4,013-79.8% | $2,670-69.7% |
| Participant deferral / active EE | $2,076 | $4,311-51.8% | $6,221-66.6% | $4,125-49.7% |
| Admin fee / account holder | $366 | $5,402-93.2% | $9,003-95.9% | $5,651-93.5% |