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 | $27,712 | $180,449-84.6% | $154,107-82.0% | $135,375-79.5% |
| Participation rate | 76.9% | 87.4%-10.5pp | 83.0%-6.1pp | 82.6%-5.7pp |
| Annual return | -9.94% | 888.09%-898.0pp | 735.12%-745.1pp | 519.73%-529.7pp |
| Employer contribution / active EE | $3,103 | $6,035-48.6% | $5,298-41.4% | $4,779-35.1% |
| Participant deferral / active EE | $7,104 | $5,806+22.4% | $5,081+39.8% | $5,609+26.7% |
| Admin fee / account holder | $3,471 | $16,143-78.5% | $13,411-74.1% | $10,827-67.9% |