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 | $9,072 | $90,600-90.0% | $79,464-88.6% | $135,375-93.3% |
| Participation rate | 95.2% | 76.0%+19.2pp | 73.3%+21.9pp | 82.6%+12.6pp |
| Annual return | -14.72% | 977.43%-992.2pp | 718.14%-732.9pp | 519.73%-534.5pp |
| Employer contribution / active EE | $3,016 | $3,068-1.7% | $2,800+7.7% | $4,779-36.9% |
| Participant deferral / active EE | $2,087 | $4,050-48.5% | $3,704-43.6% | $5,609-62.8% |
| Admin fee / account holder | $887 | $5,907-85.0% | $5,113-82.6% | $10,827-91.8% |