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 | $10,376 | $78,694-86.8% | $67,652-84.7% | $125,391-91.7% |
| Participation rate | 95.5% | 78.8%+16.6pp | 75.7%+19.8pp | 83.2%+12.3pp |
| Annual return | -21.33% | 9.46%-30.8pp | 6625.04%-6646.4pp | 282.22%-303.6pp |
| Employer contribution / active EE | $6,331 | $3,044+108.0% | $2,266+179.4% | $4,866+30.1% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,299 | $7,403-82.4% | $4,821-73.0% | $9,540-86.4% |