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 | $389 | $112,729-99.7% | $98,716-99.6% | $137,256-99.7% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.3%+5.7pp | 80.0%-5.0pp |
| Annual return | 9.69% | 38.48%-28.8pp | 31.81%-22.1pp | 220.34%-210.6pp |
| Employer contribution / active EE | $1,337 | $2,725-50.9% | $2,279-41.3% | $4,156-67.8% |
| Participant deferral / active EE | $1,717 | $4,640-63.0% | $4,048-57.6% | $6,407-73.2% |
| Admin fee / account holder | $8,397 | $10,129-17.1% | $8,703-3.5% | $12,270-31.6% |