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 | $111,535-93.2% | $105,223-92.8% | $137,256-94.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 3.23% | 237.85%-234.6pp | 180.65%-177.4pp | 220.34%-217.1pp |
| Employer contribution / active EE | $3,401 | $3,939-13.7% | $3,689-7.8% | $4,156-18.2% |
| Participant deferral / active EE | $8,363 | $5,500+52.1% | $5,072+64.9% | $6,407+30.5% |
| Admin fee / account holder | $12,500 | $9,721+28.6% | $8,859+41.1% | $12,270+1.9% |