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 9-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 | $10,717 | $180,449-94.1% | $154,107-93.0% | $135,375-92.1% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -24.51% | 888.09%-912.6pp | 735.12%-759.6pp | 519.73%-544.2pp |
| Employer contribution / active EE | $2,095 | $6,035-65.3% | $5,298-60.5% | $4,779-56.2% |
| Participant deferral / active EE | $3,732 | $5,806-35.7% | $5,081-26.5% | $5,609-33.5% |
| Admin fee / account holder | $305 | $16,143-98.1% | $13,411-97.7% | $10,827-97.2% |