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 | $5,761 | $88,083-93.5% | $164,813-96.5% | $74,495-92.3% |
| Participation rate | 97.6% | 73.0%+24.6pp | 78.6%+19.0pp | 67.2%+30.4pp |
| Annual return | 10.72% | 17.26%-6.5pp | 69.93%-59.2pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $2,489 | $2,593-4.0% | $4,341-42.7% | $2,623-5.1% |
| Participant deferral / active EE | $2,279 | $4,498-49.3% | $6,031-62.2% | $4,346-47.6% |
| Admin fee / account holder | $506 | $2,234-77.3% | $12,690-96.0% | $1,942-73.9% |