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 9-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 | $6,371 | $180,449-96.5% | $154,107-95.9% | $135,375-95.3% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -21.94% | 888.09%-910.0pp | 735.12%-757.1pp | 519.73%-541.7pp |
| Employer contribution / active EE | $2,430 | $6,035-59.7% | $5,298-54.1% | $4,779-49.1% |
| Participant deferral / active EE | $2,065 | $5,806-64.4% | $5,081-59.4% | $5,609-63.2% |
| Admin fee / account holder | $303 | $16,143-98.1% | $13,411-97.7% | $10,827-97.2% |