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 | $13,154 | $183,519-92.8% | $155,509-91.5% | $145,922-91.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 1.69% | 61.17%-59.5pp | 64.67%-63.0pp | 561.29%-559.6pp |
| Employer contribution / active EE | $2,374 | $5,313-55.3% | $4,672-49.2% | $4,660-49.1% |
| Participant deferral / active EE | $4,581 | $6,462-29.1% | $5,626-18.6% | $6,688-31.5% |
| Admin fee / account holder | $834 | $19,313-95.7% | $15,912-94.8% | $13,397-93.8% |