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 | $10,355 | $153,311-93.2% | $109,313-90.5% | $273,961-96.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | -36.53% | 29.86%-66.4pp | 22.07%-58.6pp | 41.45%-78.0pp |
| Employer contribution / active EE | $7,653 | $5,619+36.2% | $3,892+96.6% | $4,869+57.2% |
| Participant deferral / active EE | $3,280 | $3,932-16.6% | $3,166+3.6% | $5,287-38.0% |
| Admin fee / account holder | $2,600 | $8,076-67.8% | $5,666-54.1% | $10,132-74.3% |