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 | $14,641 | $135,635-89.2% | $110,238-86.7% | $135,375-89.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.92% | 513.19%-522.1pp | 314.74%-323.7pp | 519.73%-528.7pp |
| Employer contribution / active EE | $2,360 | $4,906-51.9% | $3,826-38.3% | $4,779-50.6% |
| Participant deferral / active EE | $5,127 | $5,506-6.9% | $4,672+9.7% | $5,609-8.6% |
| Admin fee / account holder | $1,007 | $11,457-91.2% | $8,547-88.2% | $10,827-90.7% |