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 | $6,142 | $117,983-94.8% | $101,794-94.0% | $142,382-95.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 5.91% | 36.92%-31.0pp | 30.53%-24.6pp | 217.08%-211.2pp |
| Employer contribution / active EE | $1,694 | $2,773-38.9% | $2,289-26.0% | $4,299-60.6% |
| Participant deferral / active EE | $1,337 | $4,714-71.6% | $4,084-67.3% | $6,507-79.5% |
| Admin fee / account holder | $3,646 | $10,433-65.1% | $8,777-58.5% | $12,624-71.1% |