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 | $5,160 | $99,020-94.8% | $86,590-94.0% | $147,584-96.5% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 3.79% | 1312.34%-1308.5pp | 964.84%-961.1pp | 578.55%-574.8pp |
| Employer contribution / active EE | $915 | $3,132-70.8% | $2,839-67.8% | $4,876-81.2% |
| Participant deferral / active EE | $2,966 | $3,972-25.3% | $3,609-17.8% | $5,439-45.5% |
| Admin fee / account holder | $2,925 | $5,710-48.8% | $4,906-40.4% | $10,885-73.1% |