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 9-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 | $18,193 | $138,065-86.8% | $123,544-85.3% | $135,375-86.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -14.02% | 153.68%-167.7pp | 119.20%-133.2pp | 519.73%-533.8pp |
| Employer contribution / active EE | $4,845 | $5,151-5.9% | $4,628+4.7% | $4,779+1.4% |
| Participant deferral / active EE | $11,136 | $6,799+63.8% | $6,426+73.3% | $5,609+98.5% |
| Admin fee / account holder | $2,353 | $10,916-78.4% | $9,284-74.7% | $10,827-78.3% |