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 | $12,592 | $154,228-91.8% | $145,433-91.3% | $137,256-90.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 2.87% | 74.59%-71.7pp | 66.58%-63.7pp | 220.34%-217.5pp |
| Employer contribution / active EE | $1,975 | $4,804-58.9% | $4,554-56.6% | $4,156-52.5% |
| Participant deferral / active EE | $7,560 | $8,216-8.0% | $7,897-4.3% | $6,407+18.0% |
| Admin fee / account holder | $302,113 | $14,344+2006.3% | $13,129+2201.1% | $12,270+2362.2% |