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 | $6,356 | $169,161-96.2% | $129,295-95.1% | $145,959-95.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | -57.92% | 14348.07%-14406.0pp | 9429.28%-9487.2pp | 561.95%-619.9pp |
| Employer contribution / active EE | $454 | $5,543-91.8% | $4,157-89.1% | $4,661-90.3% |
| Participant deferral / active EE | $1,552 | $4,989-68.9% | $4,169-62.8% | $6,689-76.8% |
| Admin fee / account holder | $9,484 | $9,878-4.0% | $7,665+23.7% | $13,398-29.2% |