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 6-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 | $7,533 | $114,381-93.4% | $107,525-93.0% | $142,382-94.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 3.23% | 242.71%-239.5pp | 181.32%-178.1pp | 217.08%-213.8pp |
| Employer contribution / active EE | $3,401 | $4,015-15.3% | $3,754-9.4% | $4,299-20.9% |
| Participant deferral / active EE | $8,363 | $5,564+50.3% | $5,116+63.5% | $6,507+28.5% |
| Admin fee / account holder | $12,500 | $9,860+26.8% | $8,919+40.2% | $12,624-1.0% |