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 | $12,249 | $99,020-87.6% | $86,590-85.9% | $147,584-91.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | -20.96% | 1312.34%-1333.3pp | 964.84%-985.8pp | 578.55%-599.5pp |
| Employer contribution / active EE | $2,197 | $3,132-29.9% | $2,839-22.6% | $4,876-55.0% |
| Participant deferral / active EE | $3,007 | $3,972-24.3% | $3,609-16.7% | $5,439-44.7% |
| Admin fee / account holder | $3,411 | $5,710-40.3% | $4,906-30.5% | $10,885-68.7% |