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 | $3,216 | $118,450-97.3% | $98,439-96.7% | $139,434-97.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 5.23% | 18.94%-13.7pp | 21.16%-15.9pp | 372.94%-367.7pp |
| Employer contribution / active EE | $1,798 | $3,609-50.2% | $3,048-41.0% | $4,751-62.2% |
| Participant deferral / active EE | $3,561 | $5,392-34.0% | $4,738-24.8% | $6,710-46.9% |
| Admin fee / account holder | $8,920 | $14,026-36.4% | $8,948-0.3% | $11,403-21.8% |