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 | $17,808 | $160,055-88.9% | $140,016-87.3% | $135,375-86.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -11.59% | 911.38%-923.0pp | 651.12%-662.7pp | 519.73%-531.3pp |
| Employer contribution / active EE | $2,203 | $6,420-65.7% | $5,606-60.7% | $4,779-53.9% |
| Participant deferral / active EE | $4,735 | $7,642-38.0% | $6,927-31.7% | $5,609-15.6% |
| Admin fee / account holder | $1,482 | $13,328-88.9% | $10,705-86.2% | $10,827-86.3% |