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 6-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 | $5,738 | $96,635-94.1% | $86,612-93.4% | $139,434-95.9% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 7.52% | 106.41%-98.9pp | 591.07%-583.6pp | 372.94%-365.4pp |
| Employer contribution / active EE | $1,235 | $3,263-62.2% | $3,022-59.1% | $4,751-74.0% |
| Participant deferral / active EE | $2,272 | $4,836-53.0% | $4,438-48.8% | $6,710-66.1% |
| Admin fee / account holder | $642 | $6,408-90.0% | $5,614-88.6% | $11,403-94.4% |