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 7-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 | $6,979 | $159,901-95.6% | $146,958-95.3% | $145,922-95.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.66% | 98.13%-93.5pp | 418.34%-413.7pp | 561.29%-556.6pp |
| Employer contribution / active EE | $2,135 | $5,286-59.6% | $4,933-56.7% | $4,660-54.2% |
| Participant deferral / active EE | $3,202 | $8,428-62.0% | $8,070-60.3% | $6,688-52.1% |
| Admin fee / account holder | $98,294 | $15,044+553.4% | $12,998+656.2% | $13,397+633.7% |