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 6-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 | $4,987 | $109,817-95.5% | $98,442-94.9% | $167,490-97.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 5.85% | 1956.69%-1950.8pp | 1492.73%-1486.9pp | 478.56%-472.7pp |
| Employer contribution / active EE | $1,137 | $3,224-64.7% | $2,960-61.6% | $4,837-76.5% |
| Participant deferral / active EE | $1,242 | $4,673-73.4% | $4,276-70.9% | $6,341-80.4% |
| Admin fee / account holder | $356 | $6,753-94.7% | $5,949-94.0% | $12,309-97.1% |