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 10-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 | $25,277 | $180,449-86.0% | $154,107-83.6% | $135,375-81.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -12.67% | 888.09%-900.8pp | 735.12%-747.8pp | 519.73%-532.4pp |
| Employer contribution / active EE | $8,563 | $6,035+41.9% | $5,298+61.6% | $4,779+79.2% |
| Participant deferral / active EE | $9,135 | $5,806+57.3% | $5,081+79.8% | $5,609+62.9% |
| Admin fee / account holder | $467 | $16,143-97.1% | $13,411-96.5% | $10,827-95.7% |