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 5-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 | $11,175 | $190,805-94.1% | $159,960-93.0% | $134,475-91.7% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -39.07% | 552.23%-591.3pp | 408.60%-447.7pp | 417.96%-457.0pp |
| Employer contribution / active EE | $2,309 | $4,995-53.8% | $4,226-45.4% | $4,740-51.3% |
| Participant deferral / active EE | $6,143 | $6,923-11.3% | $6,182-0.6% | $6,400-4.0% |
| Admin fee / account holder | $946 | $10,471-91.0% | $8,698-89.1% | $11,426-91.7% |