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 | $6,576 | $95,971-93.1% | $74,550-91.2% | $135,375-95.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -23.71% | 56.96%-80.7pp | 32.53%-56.2pp | 519.73%-543.4pp |
| Employer contribution / active EE | $4,596 | $2,716+69.2% | $1,961+134.4% | $4,779-3.8% |
| Participant deferral / active EE | $8,083 | $3,843+110.3% | $3,108+160.0% | $5,609+44.1% |
| Admin fee / account holder | $1,148 | $6,522-82.4% | $5,060-77.3% | $10,827-89.4% |