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 | $5,381 | $210,648-97.4% | $177,989-97.0% | $145,922-96.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | -2.60% | 385.86%-388.5pp | 294.48%-297.1pp | 561.29%-563.9pp |
| Employer contribution / active EE | $926 | $4,565-79.7% | $3,949-76.5% | $4,660-80.1% |
| Participant deferral / active EE | $3,437 | $6,958-50.6% | $6,276-45.2% | $6,688-48.6% |
| Admin fee / account holder | $579 | $12,013-95.2% | $10,363-94.4% | $13,397-95.7% |