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 | $11,128 | $150,187-92.6% | $120,354-90.8% | $145,922-92.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 1.28% | 154.07%-152.8pp | 107.15%-105.9pp | 561.29%-560.0pp |
| Employer contribution / active EE | $1,552 | $4,348-64.3% | $3,463-55.2% | $4,660-66.7% |
| Participant deferral / active EE | $5,500 | $6,173-10.9% | $4,991+10.2% | $6,688-17.8% |
| Admin fee / account holder | $663 | $12,207-94.6% | $9,423-93.0% | $13,397-95.1% |