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 10-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 | $16,137 | $144,119-88.8% | $117,854-86.3% | $147,584-89.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 1.59% | 531.15%-529.6pp | 335.08%-333.5pp | 578.55%-577.0pp |
| Employer contribution / active EE | $1,974 | $4,896-59.7% | $3,786-47.9% | $4,876-59.5% |
| Participant deferral / active EE | $5,019 | $5,316-5.6% | $4,482+12.0% | $5,439-7.7% |
| Admin fee / account holder | $456 | $10,886-95.8% | $8,020-94.3% | $10,885-95.8% |