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 | $812 | $81,625-99.0% | $58,482-98.6% | $139,434-99.4% |
| Participation rate | 80.0% | 61.3%+18.7pp | 50.9%+29.1pp | 80.3%-0.3pp |
| Annual return | 6.90% | 7404.20%-7397.3pp | 4239.32%-4232.4pp | 372.94%-366.0pp |
| Employer contribution / active EE | $269 | $1,398-80.7% | $1,053-74.4% | $4,751-94.3% |
| Participant deferral / active EE | $269 | $2,557-89.5% | $1,924-86.0% | $6,710-96.0% |
| Admin fee / account holder | $1,137 | $3,265-65.2% | $2,516-54.8% | $11,403-90.0% |