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 | $20,274 | $160,055-87.3% | $140,016-85.5% | $135,375-85.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -21.78% | 911.38%-933.2pp | 651.12%-672.9pp | 519.73%-541.5pp |
| Employer contribution / active EE | $4,764 | $6,420-25.8% | $5,606-15.0% | $4,779-0.3% |
| Participant deferral / active EE | $9,867 | $7,642+29.1% | $6,927+42.4% | $5,609+75.9% |
| Admin fee / account holder | $694 | $13,328-94.8% | $10,705-93.5% | $10,827-93.6% |