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 | $11,367 | $60,124-81.1% | $90,404-87.4% | $79,858-85.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 2.37% | 71.94%-69.6pp | 1293.02%-1290.6pp | 31.71%-29.3pp |
| Employer contribution / active EE | $1,752 | $2,068-15.3% | $3,262-46.3% | $2,471-29.1% |
| Participant deferral / active EE | $1,120 | $2,938-61.9% | $3,963-71.7% | $3,740-70.0% |
| Admin fee / account holder | $3,283 | $3,976-17.4% | $5,611-41.5% | $5,306-38.1% |