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 | $8,952 | $77,899-88.5% | $149,673-94.0% | $75,163-88.1% |
| Participation rate | 91.7% | 65.6%+26.1pp | 78.8%+12.9pp | 67.2%+24.5pp |
| Annual return | 12.69% | 31.72%-19.0pp | 134.42%-121.7pp | 160.62%-147.9pp |
| Employer contribution / active EE | $1,069 | $3,137-65.9% | $4,818-77.8% | $2,670-60.0% |
| Participant deferral / active EE | $923 | $3,411-72.9% | $5,680-83.7% | $4,125-77.6% |
| Admin fee / account holder | $2,784 | $5,956-53.3% | $13,210-78.9% | $5,651-50.7% |