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 | $1,820 | $84,696-97.9% | $75,696-97.6% | $167,490-98.9% |
| Participation rate | 93.8% | 77.8%+15.9pp | 74.8%+18.9pp | 82.1%+11.6pp |
| Annual return | 6.63% | 199.36%-192.7pp | 104.53%-97.9pp | 478.56%-471.9pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,069 | $4,580-76.7% | $3,821-72.0% | $6,341-83.1% |
| Admin fee / account holder | $1,135 | $5,355-78.8% | $3,619-68.6% | $12,309-90.8% |