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 | $26,320 | $180,449-85.4% | $154,107-82.9% | $135,375-80.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.66% | 888.09%-898.7pp | 735.12%-745.8pp | 519.73%-530.4pp |
| Employer contribution / active EE | $2,871 | $6,035-52.4% | $5,298-45.8% | $4,779-39.9% |
| Participant deferral / active EE | $5,335 | $5,806-8.1% | $5,081+5.0% | $5,609-4.9% |
| Admin fee / account holder | $569 | $16,143-96.5% | $13,411-95.8% | $10,827-94.7% |