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 | $25,609 | $135,635-81.1% | $110,238-76.8% | $135,375-81.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -9.12% | 513.19%-522.3pp | 314.74%-323.9pp | 519.73%-528.9pp |
| Employer contribution / active EE | $1,758 | $4,906-64.2% | $3,826-54.1% | $4,779-63.2% |
| Participant deferral / active EE | $4,640 | $5,506-15.7% | $4,672-0.7% | $5,609-17.3% |
| Admin fee / account holder | $658 | $11,457-94.3% | $8,547-92.3% | $10,827-93.9% |