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 | $9,063 | $201,259-95.5% | $184,200-95.1% | $145,959-93.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 1.52% | 28.98%-27.5pp | 28.80%-27.3pp | 561.95%-560.4pp |
| Employer contribution / active EE | $4,500 | $7,018-35.9% | $6,424-29.9% | $4,661-3.4% |
| Participant deferral / active EE | $7,467 | $9,806-23.9% | $9,132-18.2% | $6,689+11.6% |
| Admin fee / account holder | $82,305 | $16,372+402.7% | $13,907+491.8% | $13,398+514.3% |