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 | $8,958 | $97,757-90.8% | $83,848-89.3% | $135,375-93.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -12.16% | 1287.37%-1299.5pp | 850.88%-863.0pp | 519.73%-531.9pp |
| Employer contribution / active EE | $3,065 | $4,222-27.4% | $3,631-15.6% | $4,779-35.9% |
| Participant deferral / active EE | $4,761 | $4,682+1.7% | $4,082+16.6% | $5,609-15.1% |
| Admin fee / account holder | $1,182 | $6,674-82.3% | $5,478-78.4% | $10,827-89.1% |