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 | $20,520 | $138,065-85.1% | $123,544-83.4% | $135,375-84.8% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -14.49% | 153.68%-168.2pp | 119.20%-133.7pp | 519.73%-534.2pp |
| Employer contribution / active EE | $2,374 | $5,151-53.9% | $4,628-48.7% | $4,779-50.3% |
| Participant deferral / active EE | $7,329 | $6,799+7.8% | $6,426+14.1% | $5,609+30.7% |
| Admin fee / account holder | $366 | $10,916-96.7% | $9,284-96.1% | $10,827-96.6% |