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 9-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 | $27,279 | $209,411-87.0% | $178,490-84.7% | $158,922-82.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -0.27% | 188.75%-189.0pp | 151.07%-151.3pp | 302.83%-303.1pp |
| Employer contribution / active EE | $5,359 | $5,706-6.1% | $5,011+7.0% | $4,761+12.6% |
| Participant deferral / active EE | $3,915 | $5,954-34.2% | $5,202-24.7% | $5,982-34.6% |
| Admin fee / account holder | $867 | $17,074-94.9% | $13,984-93.8% | $11,246-92.3% |