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 | $17,237 | $165,984-89.6% | $164,813-89.5% | $145,922-88.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 2.71% | 100.03%-97.3pp | 69.93%-67.2pp | 561.29%-558.6pp |
| Employer contribution / active EE | $2,012 | $5,273-61.8% | $4,341-53.6% | $4,660-56.8% |
| Participant deferral / active EE | $3,050 | $6,959-56.2% | $6,031-49.4% | $6,688-54.4% |
| Admin fee / account holder | $427 | $16,648-97.4% | $12,690-96.6% | $13,397-96.8% |