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 | $8,854 | $108,919-91.9% | $100,391-91.2% | $145,922-93.9% |
| Participation rate | 75.0% | 82.9%-7.9pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 6.83% | 57.88%-51.1pp | 49.20%-42.4pp | 561.29%-554.5pp |
| Employer contribution / active EE | $4,499 | $4,419+1.8% | $3,942+14.1% | $4,660-3.4% |
| Participant deferral / active EE | $5,593 | $8,445-33.8% | $8,082-30.8% | $6,688-16.4% |
| Admin fee / account holder | $17,794 | $9,689+83.7% | $7,899+125.3% | $13,397+32.8% |