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 | $12,023 | $159,602-92.5% | $150,045-92.0% | $142,382-91.6% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.3%+11.8pp | 80.1%+14.0pp |
| Annual return | 6.15% | 70.24%-64.1pp | 62.55%-56.4pp | 217.08%-210.9pp |
| Employer contribution / active EE | $1,171 | $4,961-76.4% | $4,693-75.0% | $4,299-72.8% |
| Participant deferral / active EE | $4,058 | $8,310-51.2% | $7,997-49.3% | $6,507-37.6% |
| Admin fee / account holder | $805 | $14,846-94.6% | $13,435-94.0% | $12,624-93.6% |