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 | $17,757 | $176,056-89.9% | $159,436-88.9% | $167,490-89.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -0.43% | 331.75%-332.2pp | 263.57%-264.0pp | 478.56%-479.0pp |
| Employer contribution / active EE | $4,237 | $5,297-20.0% | $4,829-12.3% | $4,837-12.4% |
| Participant deferral / active EE | $3,497 | $7,750-54.9% | $7,352-52.4% | $6,341-44.9% |
| Admin fee / account holder | $415 | $12,554-96.7% | $10,799-96.2% | $12,309-96.6% |