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 9-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 | $4,527 | $107,015-95.8% | $73,545-93.8% | $147,584-96.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | -1.23% | 38.25%-39.5pp | -15.16%+13.9pp | 578.55%-579.8pp |
| Employer contribution / active EE | $949 | $1,760-46.1% | $1,219-22.1% | $4,876-80.5% |
| Participant deferral / active EE | $4,364 | $2,462+77.3% | $1,806+141.6% | $5,439-19.8% |
| Admin fee / account holder | $3,689 | $3,055+20.7% | $2,320+59.0% | $10,885-66.1% |