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 | $7,157 | $70,669-89.9% | $169,368-95.8% | $75,163-90.5% |
| Participation rate | 71.8% | 64.8%+7.0pp | 77.1%-5.4pp | 67.2%+4.6pp |
| Annual return | 12.08% | 36.36%-24.3pp | 405.60%-393.5pp | 160.62%-148.5pp |
| Employer contribution / active EE | $1,378 | $2,211-37.7% | $4,013-65.7% | $2,670-48.4% |
| Participant deferral / active EE | $2,256 | $4,311-47.7% | $6,221-63.7% | $4,125-45.3% |
| Admin fee / account holder | $543 | $5,402-89.9% | $9,003-94.0% | $5,651-90.4% |