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 | $18,411 | $180,449-89.8% | $154,107-88.1% | $135,375-86.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -11.37% | 888.09%-899.5pp | 735.12%-746.5pp | 519.73%-531.1pp |
| Employer contribution / active EE | $5,232 | $6,035-13.3% | $5,298-1.2% | $4,779+9.5% |
| Participant deferral / active EE | $3,818 | $5,806-34.2% | $5,081-24.9% | $5,609-31.9% |
| Admin fee / account holder | $4,107 | $16,143-74.6% | $13,411-69.4% | $10,827-62.1% |