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 6-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 | $892 | $30,400-97.1% | $53,898-98.3% | $84,808-98.9% |
| Participation rate | 73.2% | 46.4%+26.8pp | 55.0%+18.3pp | 68.3%+4.9pp |
| Annual return | 8.07% | 500.19%-492.1pp | 528.60%-520.5pp | 40.90%-32.8pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $392 | $1,199-67.3% | $1,826-78.5% | $4,212-90.7% |
| Admin fee / account holder | $491 | $1,993-75.4% | $2,491-80.3% | $7,344-93.3% |