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 3-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 | $3,618 | $68,097-94.7% | $62,929-94.3% | $137,256-97.4% |
| Participation rate | 71.4% | 77.4%-6.0pp | 73.1%-1.7pp | 80.0%-8.5pp |
| Annual return | 9.98% | 1859.11%-1849.1pp | 1063.93%-1053.9pp | 220.34%-210.4pp |
| Employer contribution / active EE | $386 | $2,811-86.3% | $2,505-84.6% | $4,156-90.7% |
| Participant deferral / active EE | $1,756 | $4,553-61.4% | $3,888-54.8% | $6,407-72.6% |
| Admin fee / account holder | $4,732 | $6,521-27.4% | $5,065-6.6% | $12,270-61.4% |