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 | $3,167 | $97,125-96.7% | $86,233-96.3% | $137,256-97.7% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.0%+11.0pp | 80.0%0pp |
| Annual return | 8.13% | 74.19%-66.1pp | 61.39%-53.3pp | 220.34%-212.2pp |
| Employer contribution / active EE | $550 | $2,841-80.6% | $2,504-78.0% | $4,156-86.8% |
| Participant deferral / active EE | $1,230 | $5,180-76.3% | $4,559-73.0% | $6,407-80.8% |
| Admin fee / account holder | $9,582 | $9,725-1.5% | $8,342+14.9% | $12,270-21.9% |