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 | $12,311 | $138,065-91.1% | $123,544-90.0% | $135,375-90.9% |
| Participation rate | 92.3% | 84.7%+7.6pp | 82.3%+10.0pp | 82.6%+9.7pp |
| Annual return | -12.85% | 153.68%-166.5pp | 119.20%-132.0pp | 519.73%-532.6pp |
| Employer contribution / active EE | $2,844 | $5,151-44.8% | $4,628-38.5% | $4,779-40.5% |
| Participant deferral / active EE | $5,025 | $6,799-26.1% | $6,426-21.8% | $5,609-10.4% |
| Admin fee / account holder | $666 | $10,916-93.9% | $9,284-92.8% | $10,827-93.8% |