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 | $3,857 | $175,202-97.8% | $149,673-97.4% | $139,434-97.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | -2.52% | 166.71%-169.2pp | 134.42%-136.9pp | 372.94%-375.5pp |
| Employer contribution / active EE | $2,714 | $5,474-50.4% | $4,818-43.7% | $4,751-42.9% |
| Participant deferral / active EE | $8,133 | $6,519+24.8% | $5,680+43.2% | $6,710+21.2% |
| Admin fee / account holder | $1,603 | $16,150-90.1% | $13,210-87.9% | $11,403-85.9% |