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 | $18,102 | $117,841-84.6% | $102,423-82.3% | $145,922-87.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 7.50% | 31.65%-24.1pp | 29.32%-21.8pp | 561.29%-553.8pp |
| Employer contribution / active EE | $2,424 | $3,615-32.9% | $3,023-19.8% | $4,660-48.0% |
| Participant deferral / active EE | $3,661 | $5,731-36.1% | $5,053-27.6% | $6,688-45.3% |
| Admin fee / account holder | $1,563 | $13,326-88.3% | $9,451-83.5% | $13,397-88.3% |