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 | $14,322 | $83,908-82.9% | $68,509-79.1% | $125,391-88.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -9.81% | 14.48%-24.3pp | 8.27%-18.1pp | 282.22%-292.0pp |
| Employer contribution / active EE | $3,164 | $3,031+4.4% | $2,278+38.9% | $4,866-35.0% |
| Participant deferral / active EE | $16,400 | $4,125+297.6% | $3,382+384.9% | $5,352+206.5% |
| Admin fee / account holder | $925 | $8,982-89.7% | $5,275-82.5% | $9,540-90.3% |