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 | $14,596 | $82,630-82.3% | $64,105-77.2% | $125,391-88.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -4.11% | 1489.72%-1493.8pp | 791.24%-795.4pp | 282.22%-286.3pp |
| Employer contribution / active EE | $513 | $2,671-80.8% | $1,820-71.8% | $4,866-89.5% |
| Participant deferral / active EE | $1,156 | $3,608-68.0% | $2,822-59.0% | $5,352-78.4% |
| Admin fee / account holder | $786 | $6,382-87.7% | $4,499-82.5% | $9,540-91.8% |