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 8-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 | $10,711 | $97,757-89.0% | $83,848-87.2% | $135,375-92.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -16.45% | 1287.37%-1303.8pp | 850.88%-867.3pp | 519.73%-536.2pp |
| Employer contribution / active EE | $3,149 | $4,222-25.4% | $3,631-13.3% | $4,779-34.1% |
| Participant deferral / active EE | $4,823 | $4,682+3.0% | $4,082+18.2% | $5,609-14.0% |
| Admin fee / account holder | $714 | $6,674-89.3% | $5,478-87.0% | $10,827-93.4% |