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 | $12,284 | $58,694-79.1% | $142,863-91.4% | $85,850-85.7% |
| Participation rate | 100.0% | 58.5%+41.5pp | 71.9%+28.1pp | 69.3%+30.7pp |
| Annual return | 11.20% | 27.72%-16.5pp | 5637.54%-5626.3pp | 318.53%-307.3pp |
| Employer contribution / active EE | $1,007 | $1,423-29.2% | $4,144-75.7% | $2,565-60.8% |
| Participant deferral / active EE | $2,029 | $2,607-22.2% | $3,837-47.1% | $3,952-48.7% |
| Admin fee / account holder | $1,820 | $4,239-57.1% | $6,560-72.3% | $6,260-70.9% |