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 | $4,728 | $168,632-97.2% | $147,614-96.8% | $125,391-96.2% |
| Participation rate | 88.9% | 88.8%+0.1pp | 84.6%+4.3pp | 83.2%+5.7pp |
| Annual return | -86.74% | 77.65%-164.4pp | 61.98%-148.7pp | 282.22%-369.0pp |
| Employer contribution / active EE | $1,467 | $6,252-76.5% | $5,564-73.6% | $4,866-69.8% |
| Participant deferral / active EE | $2,667 | $5,507-51.6% | $4,895-45.5% | $5,352-50.2% |
| Admin fee / account holder | $459 | $13,580-96.6% | $11,611-96.0% | $9,540-95.2% |