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 5-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 | $4,211 | $58,208-92.8% | $81,812-94.9% | $80,856-94.8% |
| Participation rate | 85.7% | 63.4%+22.3pp | 72.3%+13.4pp | 67.6%+18.1pp |
| Annual return | 2.42% | 41.66%-39.2pp | 773.79%-771.4pp | 35.59%-33.2pp |
| Employer contribution / active EE | $367 | $2,340-84.3% | $2,912-87.4% | $2,755-86.7% |
| Participant deferral / active EE | $1,313 | $3,281-60.0% | $4,319-69.6% | $4,296-69.4% |
| Admin fee / account holder | $485 | $4,981-90.3% | $7,386-93.4% | $6,918-93.0% |