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 3-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 | $4,745 | $99,918-95.3% | $81,382-94.2% | $145,922-96.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 4.13% | 34.32%-30.2pp | 24.73%-20.6pp | 561.29%-557.2pp |
| Employer contribution / active EE | $382 | $2,978-87.2% | $2,463-84.5% | $4,660-91.8% |
| Participant deferral / active EE | $4,561 | $4,605-1.0% | $3,883+17.5% | $6,688-31.8% |
| Admin fee / account holder | $441 | $8,212-94.6% | $5,768-92.4% | $13,397-96.7% |