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 | $6,175 | $97,757-93.7% | $83,848-92.6% | $135,375-95.4% |
| Participation rate | 71.4% | 80.0%-8.5pp | 76.1%-4.7pp | 82.6%-11.2pp |
| Annual return | -15.23% | 1287.37%-1302.6pp | 850.88%-866.1pp | 519.73%-535.0pp |
| Employer contribution / active EE | $1,330 | $4,222-68.5% | $3,631-63.4% | $4,779-72.2% |
| Participant deferral / active EE | $2,069 | $4,682-55.8% | $4,082-49.3% | $5,609-63.1% |
| Admin fee / account holder | $359 | $6,674-94.6% | $5,478-93.4% | $10,827-96.7% |