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 | $12,258 | $90,503-86.5% | $78,689-84.4% | $273,961-95.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 0.36% | 75.60%-75.2pp | 62.18%-61.8pp | 41.45%-41.1pp |
| Employer contribution / active EE | $1,161 | $3,176-63.5% | $2,851-59.3% | $4,869-76.2% |
| Participant deferral / active EE | $1,387 | $3,901-64.4% | $3,517-60.6% | $5,287-73.8% |
| Admin fee / account holder | $686 | $5,263-87.0% | $4,510-84.8% | $10,132-93.2% |