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 | $11,305 | $84,695-86.7% | $73,843-84.7% | $125,391-91.0% |
| Participation rate | 95.2% | 76.8%+18.5pp | 73.4%+21.8pp | 83.2%+12.0pp |
| Annual return | -4.59% | 3123.53%-3128.1pp | 2267.84%-2272.4pp | 282.22%-286.8pp |
| Employer contribution / active EE | $2,248 | $3,123-28.0% | $2,787-19.3% | $4,866-53.8% |
| Participant deferral / active EE | $4,397 | $3,992+10.1% | $3,583+22.7% | $5,352-17.8% |
| Admin fee / account holder | $397 | $5,691-93.0% | $4,880-91.9% | $9,540-95.8% |