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 | $6,218 | $81,248-92.3% | $155,509-96.0% | $80,856-92.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 9.05% | 33.31%-24.3pp | 64.67%-55.6pp | 35.59%-26.5pp |
| Employer contribution / active EE | $724 | $3,100-76.6% | $4,672-84.5% | $2,755-73.7% |
| Participant deferral / active EE | $915 | $3,452-73.5% | $5,626-83.7% | $4,296-78.7% |
| Admin fee / account holder | $647 | $7,997-91.9% | $15,912-95.9% | $6,918-90.6% |