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 | $10,088 | $65,561-84.6% | $86,188-88.3% | $75,163-86.6% |
| Participation rate | 97.9% | 60.5%+37.4pp | 69.0%+29.0pp | 67.2%+30.7pp |
| Annual return | 4.95% | 46.05%-41.1pp | 1168.45%-1163.5pp | 160.62%-155.7pp |
| Employer contribution / active EE | $507 | $1,553-67.3% | $2,380-78.7% | $2,670-81.0% |
| Participant deferral / active EE | $2,203 | $3,024-27.2% | $3,985-44.7% | $4,125-46.6% |
| Admin fee / account holder | $661 | $5,474-87.9% | $6,852-90.4% | $5,651-88.3% |