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 | $11,944 | $138,044-91.3% | $125,339-90.5% | $134,475-91.1% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -28.76% | 750.33%-779.1pp | 572.05%-600.8pp | 417.96%-446.7pp |
| Employer contribution / active EE | $1,483 | $5,243-71.7% | $4,814-69.2% | $4,740-68.7% |
| Participant deferral / active EE | $8,498 | $7,799+9.0% | $7,446+14.1% | $6,400+32.8% |
| Admin fee / account holder | $394 | $11,571-96.6% | $10,010-96.1% | $11,426-96.5% |