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 7-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 | $9,998 | $209,411-95.2% | $178,490-94.4% | $158,922-93.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -11.83% | 188.75%-200.6pp | 151.07%-162.9pp | 302.83%-314.7pp |
| Employer contribution / active EE | $6,486 | $5,706+13.7% | $5,011+29.4% | $4,761+36.2% |
| Participant deferral / active EE | $2,889 | $5,954-51.5% | $5,202-44.5% | $5,982-51.7% |
| Admin fee / account holder | $59,779 | $17,074+250.1% | $13,984+327.5% | $11,246+431.6% |