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 | $5,563 | $81,248-93.2% | $155,509-96.4% | $80,856-93.1% |
| Participation rate | 97.3% | 66.2%+31.1pp | 78.2%+19.1pp | 67.6%+29.7pp |
| Annual return | 4.76% | 33.31%-28.6pp | 64.67%-59.9pp | 35.59%-30.8pp |
| Employer contribution / active EE | $528 | $3,100-83.0% | $4,672-88.7% | $2,755-80.8% |
| Participant deferral / active EE | $1,401 | $3,452-59.4% | $5,626-75.1% | $4,296-67.4% |
| Admin fee / account holder | $1,205 | $7,997-84.9% | $15,912-92.4% | $6,918-82.6% |