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 | $18,460 | $127,100-85.5% | $105,738-82.5% | $135,375-86.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -16.09% | 4.49%-20.6pp | 6.27%-22.4pp | 519.73%-535.8pp |
| Employer contribution / active EE | $1,207 | $4,107-70.6% | $3,268-63.1% | $4,779-74.7% |
| Participant deferral / active EE | $3,083 | $5,064-39.1% | $4,080-24.4% | $5,609-45.0% |
| Admin fee / account holder | $618 | $9,087-93.2% | $6,913-91.1% | $10,827-94.3% |