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 5-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 | $13,928 | $138,044-89.9% | $125,339-88.9% | $134,475-89.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.43% | 750.33%-774.8pp | 572.05%-596.5pp | 417.96%-442.4pp |
| Employer contribution / active EE | $2,900 | $5,243-44.7% | $4,814-39.8% | $4,740-38.8% |
| Participant deferral / active EE | $13,370 | $7,799+71.4% | $7,446+79.6% | $6,400+108.9% |
| Admin fee / account holder | $1,348 | $11,571-88.4% | $10,010-86.5% | $11,426-88.2% |