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 | $8,790 | $159,602-94.5% | $150,045-94.1% | $142,382-93.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 9.69% | 70.24%-60.5pp | 62.55%-52.9pp | 217.08%-207.4pp |
| Employer contribution / active EE | $1,572 | $4,961-68.3% | $4,693-66.5% | $4,299-63.4% |
| Participant deferral / active EE | $6,155 | $8,310-25.9% | $7,997-23.0% | $6,507-5.4% |
| Admin fee / account holder | $1,278 | $14,846-91.4% | $13,435-90.5% | $12,624-89.9% |