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 | $13,043 | $117,841-88.9% | $102,423-87.3% | $145,922-91.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 7.21% | 31.65%-24.4pp | 29.32%-22.1pp | 561.29%-554.1pp |
| Employer contribution / active EE | $2,133 | $3,615-41.0% | $3,023-29.5% | $4,660-54.2% |
| Participant deferral / active EE | $3,519 | $5,731-38.6% | $5,053-30.4% | $6,688-47.4% |
| Admin fee / account holder | $762 | $13,326-94.3% | $9,451-91.9% | $13,397-94.3% |