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 | $1,978 | $100,773-98.0% | $88,946-97.8% | $142,382-98.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 6.04% | 70.18%-64.1pp | 57.82%-51.8pp | 217.08%-211.0pp |
| Employer contribution / active EE | $1,434 | $2,918-50.9% | $2,555-43.9% | $4,299-66.7% |
| Participant deferral / active EE | $1,682 | $5,230-67.8% | $4,581-63.3% | $6,507-74.2% |
| Admin fee / account holder | $17,476 | $9,693+80.3% | $8,261+111.5% | $12,624+38.4% |