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 8-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 | $11,152 | $138,065-91.9% | $123,544-91.0% | $135,375-91.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -25.54% | 153.68%-179.2pp | 119.20%-144.7pp | 519.73%-545.3pp |
| Employer contribution / active EE | $3,225 | $5,151-37.4% | $4,628-30.3% | $4,779-32.5% |
| Participant deferral / active EE | $4,160 | $6,799-38.8% | $6,426-35.3% | $5,609-25.8% |
| Admin fee / account holder | $533 | $10,916-95.1% | $9,284-94.3% | $10,827-95.1% |