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 | $11,075 | $177,572-93.8% | $154,803-92.8% | $142,382-92.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | -7.48% | 65.07%-72.6pp | 58.88%-66.4pp | 217.08%-224.6pp |
| Employer contribution / active EE | $33,639 | $4,810+599.3% | $4,305+681.3% | $4,299+682.5% |
| Participant deferral / active EE | $2,091 | $6,272-66.7% | $5,540-62.3% | $6,507-67.9% |
| Admin fee / account holder | $109,138 | $16,786+550.2% | $14,329+661.7% | $12,624+764.5% |