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 8-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 | $17,363 | $176,056-90.1% | $159,436-89.1% | $167,490-89.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.00% | 331.75%-323.8pp | 263.57%-255.6pp | 478.56%-470.6pp |
| Employer contribution / active EE | $1,635 | $5,297-69.1% | $4,829-66.1% | $4,837-66.2% |
| Participant deferral / active EE | $3,450 | $7,750-55.5% | $7,352-53.1% | $6,341-45.6% |
| Admin fee / account holder | $1,495 | $12,554-88.1% | $10,799-86.2% | $12,309-87.9% |