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 | $3,161 | $100,773-96.9% | $88,946-96.4% | $142,382-97.8% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.8%+16.9pp | 80.1%+5.6pp |
| Annual return | 8.94% | 70.18%-61.2pp | 57.82%-48.9pp | 217.08%-208.1pp |
| Employer contribution / active EE | $536 | $2,918-81.6% | $2,555-79.0% | $4,299-87.5% |
| Participant deferral / active EE | $1,062 | $5,230-79.7% | $4,581-76.8% | $6,507-83.7% |
| Admin fee / account holder | $492 | $9,693-94.9% | $8,261-94.0% | $12,624-96.1% |