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 | $169,032-96.2% | $129,207-95.1% | $145,922-95.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | -57.92% | 14330.11%-14388.0pp | 9417.33%-9475.2pp | 561.29%-619.2pp |
| Employer contribution / active EE | $454 | $5,537-91.8% | $4,153-89.1% | $4,660-90.3% |
| Participant deferral / active EE | $1,552 | $4,987-68.9% | $4,168-62.8% | $6,688-76.8% |
| Admin fee / account holder | $9,484 | $9,954-4.7% | $7,715+22.9% | $13,397-29.2% |