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 | $12,941 | $160,055-91.9% | $140,016-90.8% | $135,375-90.4% |
| Participation rate | 88.2% | 88.5%-0.3pp | 87.5%+0.7pp | 82.6%+5.6pp |
| Annual return | -15.65% | 911.38%-927.0pp | 651.12%-666.8pp | 519.73%-535.4pp |
| Employer contribution / active EE | $2,995 | $6,420-53.3% | $5,606-46.6% | $4,779-37.3% |
| Participant deferral / active EE | $5,311 | $7,642-30.5% | $6,927-23.3% | $5,609-5.3% |
| Admin fee / account holder | $567 | $13,328-95.7% | $10,705-94.7% | $10,827-94.8% |