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 | $10,418 | $144,119-92.8% | $117,854-91.2% | $147,584-92.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | -1.12% | 531.15%-532.3pp | 335.08%-336.2pp | 578.55%-579.7pp |
| Employer contribution / active EE | $1,446 | $4,896-70.5% | $3,786-61.8% | $4,876-70.4% |
| Participant deferral / active EE | $2,779 | $5,316-47.7% | $4,482-38.0% | $5,439-48.9% |
| Admin fee / account holder | $1,611 | $10,886-85.2% | $8,020-79.9% | $10,885-85.2% |