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 | $8,635 | $110,257-92.2% | $96,544-91.1% | $139,434-93.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 6.66% | 26.32%-19.7pp | 25.84%-19.2pp | 372.94%-366.3pp |
| Employer contribution / active EE | $1,431 | $3,620-60.5% | $2,965-51.7% | $4,751-69.9% |
| Participant deferral / active EE | $2,367 | $5,548-57.3% | $4,851-51.2% | $6,710-64.7% |
| Admin fee / account holder | $2,833 | $11,591-75.6% | $8,252-65.7% | $11,403-75.2% |