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 7-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 | $12,208 | $197,591-93.8% | $177,821-93.1% | $158,922-92.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | -4.40% | 58.76%-63.2pp | 48.32%-52.7pp | 302.83%-307.2pp |
| Employer contribution / active EE | $2,779 | $6,697-58.5% | $5,918-53.0% | $4,761-41.6% |
| Participant deferral / active EE | $6,308 | $8,405-24.9% | $7,714-18.2% | $5,982+5.5% |
| Admin fee / account holder | $1,643 | $15,399-89.3% | $12,427-86.8% | $11,246-85.4% |