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 | $1,215 | $24,730-95.1% | $66,042-98.2% | $84,808-98.6% |
| Participation rate | 94.4% | 68.1%+26.4pp | 67.5%+26.9pp | 68.3%+26.1pp |
| Annual return | 5.89% | 79.55%-73.7pp | 52.11%-46.2pp | 40.90%-35.0pp |
| Employer contribution / active EE | $389 | $857-54.6% | $1,579-75.4% | $2,631-85.2% |
| Participant deferral / active EE | $1,528 | $1,737-12.1% | $2,835-46.1% | $4,212-63.7% |
| Admin fee / account holder | $2,059 | $3,014-31.7% | $5,747-64.2% | $7,344-72.0% |