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 | $26,843 | $180,449-85.1% | $154,107-82.6% | $135,375-80.2% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -13.06% | 888.09%-901.1pp | 735.12%-748.2pp | 519.73%-532.8pp |
| Employer contribution / active EE | $3,047 | $6,035-49.5% | $5,298-42.5% | $4,779-36.2% |
| Participant deferral / active EE | $5,364 | $5,806-7.6% | $5,081+5.6% | $5,609-4.4% |
| Admin fee / account holder | $314 | $16,143-98.1% | $13,411-97.7% | $10,827-97.1% |