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 4-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 | $17,455 | $165,984-89.5% | $164,813-89.4% | $145,922-88.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 3.46% | 100.03%-96.6pp | 69.93%-66.5pp | 561.29%-557.8pp |
| Employer contribution / active EE | $5,181 | $5,273-1.7% | $4,341+19.4% | $4,660+11.2% |
| Participant deferral / active EE | $4,250 | $6,959-38.9% | $6,031-29.5% | $6,688-36.4% |
| Admin fee / account holder | $1,305 | $16,648-92.2% | $12,690-89.7% | $13,397-90.3% |