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 | $16,394 | $209,411-92.2% | $178,490-90.8% | $158,922-89.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -8.12% | 188.75%-196.9pp | 151.07%-159.2pp | 302.83%-310.9pp |
| Employer contribution / active EE | $2,882 | $5,706-49.5% | $5,011-42.5% | $4,761-39.5% |
| Participant deferral / active EE | $4,752 | $5,954-20.2% | $5,202-8.7% | $5,982-20.6% |
| Admin fee / account holder | $149,614 | $17,074+776.2% | $13,984+969.9% | $11,246+1230.4% |