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 | $29,475 | $160,055-81.6% | $140,016-78.9% | $135,375-78.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -19.38% | 911.38%-930.8pp | 651.12%-670.5pp | 519.73%-539.1pp |
| Employer contribution / active EE | $4,657 | $6,420-27.5% | $5,606-16.9% | $4,779-2.5% |
| Participant deferral / active EE | $14,850 | $7,642+94.3% | $6,927+114.4% | $5,609+164.8% |
| Admin fee / account holder | $641 | $13,328-95.2% | $10,705-94.0% | $10,827-94.1% |