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 5-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 | $4,451 | $104,664-95.7% | $85,682-94.8% | $167,490-97.3% |
| Participation rate | 85.7% | 76.4%+9.3pp | 69.9%+15.9pp | 82.1%+3.6pp |
| Annual return | 8.35% | 21.45%-13.1pp | 21.49%-13.1pp | 478.56%-470.2pp |
| Employer contribution / active EE | $604 | $3,337-81.9% | $2,618-76.9% | $4,837-87.5% |
| Participant deferral / active EE | $1,485 | $4,824-69.2% | $3,923-62.1% | $6,341-76.6% |
| Admin fee / account holder | $856 | $10,032-91.5% | $6,873-87.5% | $12,309-93.0% |