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 3-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 | $592 | $68,097-99.1% | $62,929-99.1% | $137,256-99.6% |
| Participation rate | 78.6% | 77.4%+1.1pp | 73.1%+5.5pp | 80.0%-1.4pp |
| Annual return | 2.03% | 1859.11%-1857.1pp | 1063.93%-1061.9pp | 220.34%-218.3pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,511 | $4,553-66.8% | $3,888-61.2% | $6,407-76.4% |
| Admin fee / account holder | $4,552 | $6,521-30.2% | $5,065-10.1% | $12,270-62.9% |