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 5-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 | $1,644 | $127,264-98.7% | $109,895-98.5% | $167,490-99.0% |
| Participation rate | 88.2% | 77.9%+10.4pp | 74.2%+14.0pp | 82.1%+6.1pp |
| Annual return | 0.37% | 22.97%-22.6pp | 29.45%-29.1pp | 478.56%-478.2pp |
| Employer contribution / active EE | $392 | $3,322-88.2% | $2,842-86.2% | $4,837-91.9% |
| Participant deferral / active EE | $1,097 | $4,514-75.7% | $4,048-72.9% | $6,341-82.7% |
| Admin fee / account holder | $330 | $7,114-95.4% | $6,066-94.6% | $12,309-97.3% |