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 10-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 | $9,039 | $85,202-89.4% | $172,739-94.8% | $72,985-87.6% |
| Participation rate | 98.6% | 70.1%+28.5pp | 82.6%+15.9pp | 69.5%+29.1pp |
| Annual return | 4.81% | 27.32%-22.5pp | 802.84%-798.0pp | 81.00%-76.2pp |
| Employer contribution / active EE | $1,410 | $3,324-57.6% | $5,143-72.6% | $2,440-42.2% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,607-100.0% |
| Admin fee / account holder | $927 | $5,884-84.2% | $13,954-93.4% | $5,124-81.9% |