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 | $7,226 | $84,695-91.5% | $73,843-90.2% | $125,391-94.2% |
| Participation rate | 88.9% | 76.8%+12.1pp | 73.4%+15.4pp | 83.2%+5.7pp |
| Annual return | -10.57% | 3123.53%-3134.1pp | 2267.84%-2278.4pp | 282.22%-292.8pp |
| Employer contribution / active EE | $1,920 | $3,123-38.5% | $2,787-31.1% | $4,866-60.5% |
| Participant deferral / active EE | $3,945 | $3,992-1.2% | $3,583+10.1% | $5,352-26.3% |
| Admin fee / account holder | $1,179 | $5,691-79.3% | $4,880-75.8% | $9,540-87.6% |