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 4-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 | $6,830 | $117,841-94.2% | $102,423-93.3% | $145,922-95.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 7.80% | 31.65%-23.8pp | 29.32%-21.5pp | 561.29%-553.5pp |
| Employer contribution / active EE | $1,886 | $3,615-47.8% | $3,023-37.6% | $4,660-59.5% |
| Participant deferral / active EE | $3,068 | $5,731-46.5% | $5,053-39.3% | $6,688-54.1% |
| Admin fee / account holder | $5,427 | $13,326-59.3% | $9,451-42.6% | $13,397-59.5% |