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 | $14,220 | $160,055-91.1% | $140,016-89.8% | $135,375-89.5% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -13.58% | 911.38%-925.0pp | 651.12%-664.7pp | 519.73%-533.3pp |
| Employer contribution / active EE | $2,377 | $6,420-63.0% | $5,606-57.6% | $4,779-50.3% |
| Participant deferral / active EE | $5,283 | $7,642-30.9% | $6,927-23.7% | $5,609-5.8% |
| Admin fee / account holder | $503 | $13,328-96.2% | $10,705-95.3% | $10,827-95.4% |