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 9-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 | $4,859 | $84,233-94.2% | $170,442-97.1% | $70,131-93.1% |
| Participation rate | 97.0% | 70.8%+26.2pp | 83.6%+13.4pp | 69.5%+27.5pp |
| Annual return | 0.51% | 23.06%-22.5pp | 205.93%-205.4pp | 73.14%-72.6pp |
| Employer contribution / active EE | $1,195 | $3,387-64.7% | $5,433-78.0% | $2,342-49.0% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $370 | $5,698-93.5% | $13,880-97.3% | $4,645-92.0% |