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 9-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 | $21,938 | $180,449-87.8% | $154,107-85.8% | $135,375-83.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -32.15% | 888.09%-920.2pp | 735.12%-767.3pp | 519.73%-551.9pp |
| Employer contribution / active EE | $10,635 | $6,035+76.2% | $5,298+100.8% | $4,779+122.5% |
| Participant deferral / active EE | $21,500 | $5,806+270.3% | $5,081+323.2% | $5,609+283.3% |
| Admin fee / account holder | $361 | $16,143-97.8% | $13,411-97.3% | $10,827-96.7% |