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 | $4,799 | $159,901-97.0% | $146,958-96.7% | $145,922-96.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 0.55% | 98.13%-97.6pp | 418.34%-417.8pp | 561.29%-560.7pp |
| Employer contribution / active EE | $14,701 | $5,286+178.1% | $4,933+198.0% | $4,660+215.5% |
| Participant deferral / active EE | $17,038 | $8,428+102.2% | $8,070+111.1% | $6,688+154.8% |
| Admin fee / account holder | $193,873 | $15,044+1188.7% | $12,998+1391.5% | $13,397+1347.1% |