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 | $5,211 | $109,982-95.3% | $97,226-94.6% | $145,922-96.4% |
| Participation rate | 80.0% | 75.9%+4.1pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 4.63% | 242.90%-238.3pp | 75.13%-70.5pp | 561.29%-556.7pp |
| Employer contribution / active EE | $1,166 | $3,084-62.2% | $2,729-57.3% | $4,660-75.0% |
| Participant deferral / active EE | $1,665 | $4,676-64.4% | $4,264-60.9% | $6,688-75.1% |
| Admin fee / account holder | $11,839 | $6,221+90.3% | $5,654+109.4% | $13,397-11.6% |