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 | $15,521 | $152,587-89.8% | $125,175-87.6% | $152,861-89.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | -0.09% | 54.84%-54.9pp | 43.79%-43.9pp | 345.32%-345.4pp |
| Employer contribution / active EE | $1,235 | $4,946-75.0% | $3,865-68.1% | $4,762-74.1% |
| Participant deferral / active EE | $4,200 | $5,868-28.4% | $4,937-14.9% | $5,850-28.2% |
| Admin fee / account holder | $461 | $13,434-96.6% | $9,702-95.2% | $11,596-96.0% |