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 | $3,268 | $85,022-96.2% | $70,515-95.4% | $139,434-97.7% |
| Participation rate | 87.0% | 73.9%+13.0pp | 68.3%+18.6pp | 80.3%+6.6pp |
| Annual return | 3.25% | 30.38%-27.1pp | 32.77%-29.5pp | 372.94%-369.7pp |
| Employer contribution / active EE | $820 | $3,909-79.0% | $2,973-72.4% | $4,751-82.7% |
| Participant deferral / active EE | $1,038 | $5,890-82.4% | $4,567-77.3% | $6,710-84.5% |
| Admin fee / account holder | $417 | $8,906-95.3% | $6,412-93.5% | $11,403-96.3% |