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 | $11,720 | $95,971-87.8% | $74,550-84.3% | $135,375-91.3% |
| Participation rate | 93.3% | 75.7%+17.7pp | 69.1%+24.2pp | 82.6%+10.7pp |
| Annual return | -9.92% | 56.96%-66.9pp | 32.53%-42.4pp | 519.73%-529.7pp |
| Employer contribution / active EE | $542 | $2,716-80.0% | $1,961-72.4% | $4,779-88.7% |
| Participant deferral / active EE | $1,036 | $3,843-73.0% | $3,108-66.7% | $5,609-81.5% |
| Admin fee / account holder | $453 | $6,522-93.0% | $5,060-91.0% | $10,827-95.8% |