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 | $5,880 | $197,825-97.0% | $155,790-96.2% | $125,391-95.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -12.40% | 86.74%-99.1pp | 71.54%-83.9pp | 282.22%-294.6pp |
| Employer contribution / active EE | $1,404 | $4,847-71.0% | $3,836-63.4% | $4,866-71.1% |
| Participant deferral / active EE | $3,672 | $5,630-34.8% | $4,797-23.5% | $5,352-31.4% |
| Admin fee / account holder | $1,479 | $9,545-84.5% | $7,478-80.2% | $9,540-84.5% |