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 | $16,319 | $135,635-88.0% | $110,238-85.2% | $135,375-87.9% |
| Participation rate | 90.0% | 83.5%+6.5pp | 79.8%+10.2pp | 82.6%+7.4pp |
| Annual return | -9.32% | 513.19%-522.5pp | 314.74%-324.1pp | 519.73%-529.1pp |
| Employer contribution / active EE | $2,398 | $4,906-51.1% | $3,826-37.3% | $4,779-49.8% |
| Participant deferral / active EE | $4,717 | $5,506-14.3% | $4,672+1.0% | $5,609-15.9% |
| Admin fee / account holder | $1,521 | $11,457-86.7% | $8,547-82.2% | $10,827-85.9% |