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 | $5,544 | $150,440-96.3% | $136,294-95.9% | $147,584-96.2% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | -7.83% | 1049.08%-1056.9pp | 5155.94%-5163.8pp | 578.55%-586.4pp |
| Employer contribution / active EE | $1,303 | $5,256-75.2% | $4,695-72.2% | $4,876-73.3% |
| Participant deferral / active EE | $4,274 | $6,630-35.5% | $6,247-31.6% | $5,439-21.4% |
| Admin fee / account holder | $2,359 | $10,905-78.4% | $9,243-74.5% | $10,885-78.3% |