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 | $8,207 | $111,535-92.6% | $105,223-92.2% | $137,256-94.0% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 9.05% | 237.85%-228.8pp | 180.65%-171.6pp | 220.34%-211.3pp |
| Employer contribution / active EE | $1,462 | $3,939-62.9% | $3,689-60.4% | $4,156-64.8% |
| Participant deferral / active EE | $2,493 | $5,500-54.7% | $5,072-50.9% | $6,407-61.1% |
| Admin fee / account holder | $2,631 | $9,721-72.9% | $8,859-70.3% | $12,270-78.6% |