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 | $8,752 | $115,770-92.4% | $101,248-91.4% | $158,922-94.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 0.56% | 56.14%-55.6pp | 46.47%-45.9pp | 302.83%-302.3pp |
| Employer contribution / active EE | $1,530 | $4,175-63.3% | $3,660-58.2% | $4,761-67.9% |
| Participant deferral / active EE | $3,825 | $4,957-22.8% | $4,370-12.5% | $5,982-36.1% |
| Admin fee / account holder | $13,740 | $7,245+89.6% | $5,945+131.1% | $11,246+22.2% |