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 4-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 | $8,484 | $61,272-86.2% | $149,673-94.3% | $71,457-88.1% |
| Participation rate | 85.3% | 62.5%+22.8pp | 78.8%+6.5pp | 67.9%+17.4pp |
| Annual return | 12.52% | 35.85%-23.3pp | 134.42%-121.9pp | 28.85%-16.3pp |
| Employer contribution / active EE | $592 | $2,378-75.1% | $4,818-87.7% | $2,588-77.1% |
| Participant deferral / active EE | $1,635 | $2,917-43.9% | $5,680-71.2% | $4,289-61.9% |
| Admin fee / account holder | $793 | $1,261-37.1% | $13,210-94.0% | $1,587-50.0% |