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 | $2,008 | $109,817-98.2% | $98,442-98.0% | $167,490-98.8% |
| Participation rate | 81.8% | 75.8%+6.0pp | 73.3%+8.5pp | 82.1%-0.3pp |
| Annual return | 0.62% | 1956.69%-1956.1pp | 1492.73%-1492.1pp | 478.56%-477.9pp |
| Employer contribution / active EE | $1,302 | $3,224-59.6% | $2,960-56.0% | $4,837-73.1% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,341-100.0% |
| Admin fee / account holder | $2,183 | $6,753-67.7% | $5,949-63.3% | $12,309-82.3% |