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 | $11,656 | $165,984-93.0% | $164,813-92.9% | $145,922-92.0% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 5.76% | 100.03%-94.3pp | 69.93%-64.2pp | 561.29%-555.5pp |
| Employer contribution / active EE | $1,709 | $5,273-67.6% | $4,341-60.6% | $4,660-63.3% |
| Participant deferral / active EE | $5,784 | $6,959-16.9% | $6,031-4.1% | $6,688-13.5% |
| Admin fee / account holder | $1,080 | $16,648-93.5% | $12,690-91.5% | $13,397-91.9% |