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 | $11,079 | $138,065-92.0% | $123,544-91.0% | $135,375-91.8% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -13.49% | 153.68%-167.2pp | 119.20%-132.7pp | 519.73%-533.2pp |
| Employer contribution / active EE | $1,850 | $5,151-64.1% | $4,628-60.0% | $4,779-61.3% |
| Participant deferral / active EE | $4,768 | $6,799-29.9% | $6,426-25.8% | $5,609-15.0% |
| Admin fee / account holder | $736 | $10,916-93.3% | $9,284-92.1% | $10,827-93.2% |