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 5-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 | $584 | $159,602-99.6% | $150,045-99.6% | $142,382-99.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | -126.31% | 70.24%-196.6pp | 62.55%-188.9pp | 217.08%-343.4pp |
| Employer contribution / active EE | $5,163 | $4,961+4.1% | $4,693+10.0% | $4,299+20.1% |
| Participant deferral / active EE | $8,850 | $8,310+6.5% | $7,997+10.7% | $6,507+36.0% |
| Admin fee / account holder | $446 | $14,846-97.0% | $13,435-96.7% | $12,624-96.5% |