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 | $5,458 | $127,065-95.7% | $113,168-95.2% | $142,382-96.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | -2.04% | 24.03%-26.1pp | 24.27%-26.3pp | 217.08%-219.1pp |
| Employer contribution / active EE | $1,103 | $3,442-67.9% | $2,975-62.9% | $4,299-74.3% |
| Participant deferral / active EE | $2,733 | $5,716-52.2% | $5,107-46.5% | $6,507-58.0% |
| Admin fee / account holder | $633 | $15,736-96.0% | $12,068-94.8% | $12,624-95.0% |