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 | $4,092 | $150,187-97.3% | $120,354-96.6% | $145,922-97.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 3.34% | 154.07%-150.7pp | 107.15%-103.8pp | 561.29%-557.9pp |
| Employer contribution / active EE | $978 | $4,348-77.5% | $3,463-71.8% | $4,660-79.0% |
| Participant deferral / active EE | $2,404 | $6,173-61.1% | $4,991-51.8% | $6,688-64.1% |
| Admin fee / account holder | $7,590 | $12,207-37.8% | $9,423-19.5% | $13,397-43.3% |