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 | $20,570 | $180,449-88.6% | $154,107-86.7% | $135,375-84.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -15.24% | 888.09%-903.3pp | 735.12%-750.4pp | 519.73%-535.0pp |
| Employer contribution / active EE | $5,398 | $6,035-10.5% | $5,298+1.9% | $4,779+13.0% |
| Participant deferral / active EE | $7,613 | $5,806+31.1% | $5,081+49.8% | $5,609+35.7% |
| Admin fee / account holder | $390 | $16,143-97.6% | $13,411-97.1% | $10,827-96.4% |