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 | $14,035 | $112,881-87.6% | $90,951-84.6% | $158,922-91.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 0.26% | 215.79%-215.5pp | 134.60%-134.3pp | 302.83%-302.6pp |
| Employer contribution / active EE | $6,139 | $2,893+112.2% | $2,122+189.3% | $4,761+28.9% |
| Participant deferral / active EE | $3,147 | $4,128-23.8% | $3,373-6.7% | $5,982-47.4% |
| Admin fee / account holder | $1,443 | $8,041-82.0% | $5,959-75.8% | $11,246-87.2% |