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 | $8,006 | $150,187-94.7% | $120,354-93.3% | $145,922-94.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 7.54% | 154.07%-146.5pp | 107.15%-99.6pp | 561.29%-553.7pp |
| Employer contribution / active EE | $1,101 | $4,348-74.7% | $3,463-68.2% | $4,660-76.4% |
| Participant deferral / active EE | $3,307 | $6,173-46.4% | $4,991-33.7% | $6,688-50.6% |
| Admin fee / account holder | $7,681 | $12,207-37.1% | $9,423-18.5% | $13,397-42.7% |