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 | $25,229 | $160,055-84.2% | $140,016-82.0% | $135,375-81.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -20.37% | 911.38%-931.7pp | 651.12%-671.5pp | 519.73%-540.1pp |
| Employer contribution / active EE | $4,708 | $6,420-26.7% | $5,606-16.0% | $4,779-1.5% |
| Participant deferral / active EE | $10,628 | $7,642+39.1% | $6,927+53.4% | $5,609+89.5% |
| Admin fee / account holder | $781 | $13,328-94.1% | $10,705-92.7% | $10,827-92.8% |