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 3-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 | $1,978 | $97,125-98.0% | $86,233-97.7% | $137,256-98.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 6.04% | 74.19%-68.2pp | 61.39%-55.4pp | 220.34%-214.3pp |
| Employer contribution / active EE | $1,434 | $2,841-49.5% | $2,504-42.8% | $4,156-65.5% |
| Participant deferral / active EE | $1,682 | $5,180-67.5% | $4,559-63.1% | $6,407-73.8% |
| Admin fee / account holder | $17,476 | $9,725+79.7% | $8,342+109.5% | $12,270+42.4% |