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 | $38,285 | $137,414-72.1% | $189,513-79.8% | $85,850-55.4% |
| Participation rate | 96.6% | 84.6%+11.9pp | 87.8%+8.7pp | 69.3%+27.2pp |
| Annual return | 9.79% | 38.14%-28.4pp | 555.15%-545.4pp | 318.53%-308.7pp |
| Employer contribution / active EE | $1,911 | $4,344-56.0% | $6,162-69.0% | $2,565-25.5% |
| Participant deferral / active EE | $3,352 | $6,260-46.4% | $8,221-59.2% | $3,952-15.2% |
| Admin fee / account holder | $467 | $8,630-94.6% | $12,045-96.1% | $6,260-92.5% |