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 4-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 | $13,443 | $118,450-88.7% | $98,439-86.3% | $139,434-90.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | -0.85% | 18.94%-19.8pp | 21.16%-22.0pp | 372.94%-373.8pp |
| Employer contribution / active EE | $1,070 | $3,609-70.3% | $3,048-64.9% | $4,751-77.5% |
| Participant deferral / active EE | $9,422 | $5,392+74.7% | $4,738+98.9% | $6,710+40.4% |
| Admin fee / account holder | $524 | $14,026-96.3% | $8,948-94.1% | $11,403-95.4% |