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 | $7,245 | $180,449-96.0% | $154,107-95.3% | $135,375-94.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -13.14% | 888.09%-901.2pp | 735.12%-748.3pp | 519.73%-532.9pp |
| Employer contribution / active EE | $1,938 | $6,035-67.9% | $5,298-63.4% | $4,779-59.4% |
| Participant deferral / active EE | $2,139 | $5,806-63.2% | $5,081-57.9% | $5,609-61.9% |
| Admin fee / account holder | $422 | $16,143-97.4% | $13,411-96.9% | $10,827-96.1% |