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 | $1,375 | $29,660-95.4% | $56,411-97.6% | $80,856-98.3% |
| Participation rate | 100.0% | 41.6%+58.4pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 7.74% | 35.23%-27.5pp | 1701.33%-1693.6pp | 35.59%-27.9pp |
| Employer contribution / active EE | $586 | $669-12.4% | $1,039-43.6% | $2,755-78.7% |
| Participant deferral / active EE | $823 | $1,226-32.8% | $1,952-57.8% | $4,296-80.8% |
| Admin fee / account holder | $506 | $2,428-79.2% | $2,829-82.1% | $6,918-92.7% |