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 10-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 | $12,420 | $159,901-92.2% | $146,958-91.5% | $145,922-91.5% |
| Participation rate | 76.2% | 84.0%-7.8pp | 82.2%-6.0pp | 80.3%-4.1pp |
| Annual return | 0.82% | 98.13%-97.3pp | 418.34%-417.5pp | 561.29%-560.5pp |
| Employer contribution / active EE | $1,753 | $5,286-66.8% | $4,933-64.5% | $4,660-62.4% |
| Participant deferral / active EE | $3,104 | $8,428-63.2% | $8,070-61.5% | $6,688-53.6% |
| Admin fee / account holder | $5,199 | $15,044-65.4% | $12,998-60.0% | $13,397-61.2% |