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 6-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 | $1,111 | $88,751-98.7% | $81,812-98.6% | $145,922-99.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 2.20% | 1025.40%-1023.2pp | 773.79%-771.6pp | 561.29%-559.1pp |
| Employer contribution / active EE | $678 | $3,083-78.0% | $2,912-76.7% | $4,660-85.5% |
| Participant deferral / active EE | $8,142 | $4,643+75.3% | $4,319+88.5% | $6,688+21.7% |
| Admin fee / account holder | $96,779 | $8,415+1050.0% | $7,386+1210.3% | $13,397+622.4% |