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 | $5,668 | $90,600-93.7% | $79,464-92.9% | $135,375-95.8% |
| Participation rate | 86.4% | 76.0%+10.3pp | 73.3%+13.0pp | 82.6%+3.7pp |
| Annual return | -12.41% | 977.43%-989.8pp | 718.14%-730.5pp | 519.73%-532.1pp |
| Employer contribution / active EE | $909 | $3,068-70.4% | $2,800-67.5% | $4,779-81.0% |
| Participant deferral / active EE | $1,715 | $4,050-57.6% | $3,704-53.7% | $5,609-69.4% |
| Admin fee / account holder | $982 | $5,907-83.4% | $5,113-80.8% | $10,827-90.9% |