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 | $18,768 | $166,020-88.7% | $164,866-88.6% | $145,959-87.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | -1.55% | 100.08%-101.6pp | 69.97%-71.5pp | 561.95%-563.5pp |
| Employer contribution / active EE | $1,479 | $5,275-72.0% | $4,343-65.9% | $4,661-68.3% |
| Participant deferral / active EE | $5,159 | $6,961-25.9% | $6,033-14.5% | $6,689-22.9% |
| Admin fee / account holder | $1,678 | $16,644-89.9% | $12,689-86.8% | $13,398-87.5% |