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 | $715 | $209,411-99.7% | $178,490-99.6% | $158,922-99.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -129.96% | 188.75%-318.7pp | 151.07%-281.0pp | 302.83%-432.8pp |
| Employer contribution / active EE | $2,087 | $5,706-63.4% | $5,011-58.4% | $4,761-56.2% |
| Participant deferral / active EE | $5,790 | $5,954-2.8% | $5,202+11.3% | $5,982-3.2% |
| Admin fee / account holder | $370 | $17,074-97.8% | $13,984-97.4% | $11,246-96.7% |