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 | $13,270 | $106,115-87.5% | $85,969-84.6% | $125,391-89.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -8.92% | 13.93%-22.8pp | 9.32%-18.2pp | 282.22%-291.1pp |
| Employer contribution / active EE | $1,366 | $4,537-69.9% | $3,474-60.7% | $4,866-71.9% |
| Participant deferral / active EE | $4,231 | $4,859-12.9% | $3,829+10.5% | $5,352-20.9% |
| Admin fee / account holder | $1,135 | $8,144-86.1% | $6,053-81.2% | $9,540-88.1% |