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 9-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 | $2,222 | $60,124-96.3% | $90,404-97.5% | $79,858-97.2% |
| Participation rate | 81.5% | 65.0%+16.5pp | 72.7%+8.8pp | 69.6%+11.8pp |
| Annual return | 9.45% | 71.94%-62.5pp | 1293.02%-1283.6pp | 31.71%-22.3pp |
| Employer contribution / active EE | $538 | $2,068-74.0% | $3,262-83.5% | $2,471-78.2% |
| Participant deferral / active EE | $855 | $2,938-70.9% | $3,963-78.4% | $3,740-77.1% |
| Admin fee / account holder | $304 | $3,976-92.4% | $5,611-94.6% | $5,306-94.3% |