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 | $3,373 | $66,402-94.9% | $109,895-96.9% | $85,850-96.1% |
| Participation rate | 92.0% | 63.9%+28.1pp | 74.2%+17.8pp | 69.3%+22.7pp |
| Annual return | 9.07% | 19.59%-10.5pp | 29.45%-20.4pp | 318.53%-309.5pp |
| Employer contribution / active EE | $872 | $1,687-48.3% | $2,842-69.3% | $2,565-66.0% |
| Participant deferral / active EE | $1,093 | $2,842-61.6% | $4,048-73.0% | $3,952-72.3% |
| Admin fee / account holder | $809 | $4,557-82.3% | $6,066-86.7% | $6,260-87.1% |