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 | $11,167 | $138,044-91.9% | $125,339-91.1% | $134,475-91.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.30% | 750.33%-772.6pp | 572.05%-594.4pp | 417.96%-440.3pp |
| Employer contribution / active EE | $2,589 | $5,243-50.6% | $4,814-46.2% | $4,740-45.4% |
| Participant deferral / active EE | $4,861 | $7,799-37.7% | $7,446-34.7% | $6,400-24.0% |
| Admin fee / account holder | $755 | $11,571-93.5% | $10,010-92.5% | $11,426-93.4% |