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 | $24,354 | $180,449-86.5% | $154,107-84.2% | $135,375-82.0% |
| Participation rate | 77.8% | 87.4%-9.6pp | 83.0%-5.3pp | 82.6%-4.9pp |
| Annual return | -12.37% | 888.09%-900.5pp | 735.12%-747.5pp | 519.73%-532.1pp |
| Employer contribution / active EE | $1,341 | $6,035-77.8% | $5,298-74.7% | $4,779-71.9% |
| Participant deferral / active EE | $6,860 | $5,806+18.1% | $5,081+35.0% | $5,609+22.3% |
| Admin fee / account holder | $459 | $16,143-97.2% | $13,411-96.6% | $10,827-95.8% |