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 | $5,342 | $45,152-88.2% | $73,843-92.8% | $59,632-91.0% |
| Participation rate | 97.4% | 64.0%+33.3pp | 73.4%+23.9pp | 68.7%+28.7pp |
| Annual return | -3.95% | 27.40%-31.3pp | 2267.84%-2271.8pp | 2041.28%-2045.2pp |
| Employer contribution / active EE | $1,271 | $1,902-33.2% | $2,787-54.4% | $2,203-42.3% |
| Participant deferral / active EE | $1,298 | $2,574-49.6% | $3,583-63.8% | $3,192-59.3% |
| Admin fee / account holder | $1,183 | $3,516-66.4% | $4,880-75.8% | $4,297-72.5% |