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 3-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 | $15,647 | $101,724-84.6% | $164,813-90.5% | $80,856-80.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 3.31% | 16.72%-13.4pp | 69.93%-66.6pp | 35.59%-32.3pp |
| Employer contribution / active EE | $2,389 | $2,953-19.1% | $4,341-45.0% | $2,755-13.3% |
| Participant deferral / active EE | $4,236 | $4,477-5.4% | $6,031-29.8% | $4,296-1.4% |
| Admin fee / account holder | $791 | $8,227-90.4% | $12,690-93.8% | $6,918-88.6% |