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 5-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 | $11,799 | $127,777-90.8% | $106,548-88.9% | $167,490-93.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | -24.20% | 33.87%-58.1pp | 26.80%-51.0pp | 478.56%-502.8pp |
| Employer contribution / active EE | $2,125 | $3,427-38.0% | $2,819-24.6% | $4,837-56.1% |
| Participant deferral / active EE | $8,572 | $5,087+68.5% | $4,398+94.9% | $6,341+35.2% |
| Admin fee / account holder | $1,135 | $11,228-89.9% | $7,407-84.7% | $12,309-90.8% |