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 | $13,404 | $183,519-92.7% | $155,509-91.4% | $145,922-90.8% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 2.71% | 61.17%-58.5pp | 64.67%-62.0pp | 561.29%-558.6pp |
| Employer contribution / active EE | $2,329 | $5,313-56.2% | $4,672-50.1% | $4,660-50.0% |
| Participant deferral / active EE | $3,098 | $6,462-52.1% | $5,626-44.9% | $6,688-53.7% |
| Admin fee / account holder | $6,352 | $19,313-67.1% | $15,912-60.1% | $13,397-52.6% |