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 8-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 | $1,874 | $56,114-96.7% | $96,139-98.1% | $85,850-97.8% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 9.19% | 42.30%-33.1pp | 191.94%-182.8pp | 318.53%-309.3pp |
| Employer contribution / active EE | $485 | $1,620-70.1% | $2,797-82.7% | $2,565-81.1% |
| Participant deferral / active EE | $1,075 | $2,859-62.4% | $4,349-75.3% | $3,952-72.8% |
| Admin fee / account holder | $319 | $3,768-91.5% | $5,537-94.2% | $6,260-94.9% |