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 3-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 | $4,420 | $99,877-95.6% | $84,966-94.8% | $145,922-97.0% |
| Participation rate | 95.7% | 74.1%+21.6pp | 67.5%+28.2pp | 80.3%+15.4pp |
| Annual return | 5.39% | 83.76%-78.4pp | 66.38%-61.0pp | 561.29%-555.9pp |
| Employer contribution / active EE | $1,048 | $3,231-67.6% | $2,727-61.6% | $4,660-77.5% |
| Participant deferral / active EE | $2,056 | $5,291-61.1% | $4,519-54.5% | $6,688-69.3% |
| Admin fee / account holder | $374 | $7,248-94.8% | $6,149-93.9% | $13,397-97.2% |