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 | $5,931 | $34,308-82.7% | $74,701-92.1% | $72,985-91.9% |
| Participation rate | 100.0% | 42.4%+57.6pp | 54.5%+45.5pp | 69.5%+30.5pp |
| Annual return | 0.73% | 26.58%-25.8pp | 752.92%-752.2pp | 81.00%-80.3pp |
| Employer contribution / active EE | $1,584 | $692+129.0% | $1,084+46.1% | $2,440-35.1% |
| Participant deferral / active EE | $747 | $1,271-41.3% | $1,964-62.0% | $3,607-79.3% |
| Admin fee / account holder | $1,029 | $2,124-51.6% | $3,333-69.1% | $5,124-79.9% |