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 | $27,091 | $209,411-87.1% | $178,490-84.8% | $158,922-83.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -0.51% | 188.75%-189.3pp | 151.07%-151.6pp | 302.83%-303.3pp |
| Employer contribution / active EE | $1,870 | $5,706-67.2% | $5,011-62.7% | $4,761-60.7% |
| Participant deferral / active EE | $2,779 | $5,954-53.3% | $5,202-46.6% | $5,982-53.5% |
| Admin fee / account holder | $389,959 | $17,074+2183.9% | $13,984+2688.6% | $11,246+3367.6% |