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 | $18,977 | $138,065-86.3% | $123,544-84.6% | $135,375-86.0% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -14.72% | 153.68%-168.4pp | 119.20%-133.9pp | 519.73%-534.5pp |
| Employer contribution / active EE | $2,772 | $5,151-46.2% | $4,628-40.1% | $4,779-42.0% |
| Participant deferral / active EE | $8,883 | $6,799+30.7% | $6,426+38.2% | $5,609+58.4% |
| Admin fee / account holder | $891 | $10,916-91.8% | $9,284-90.4% | $10,827-91.8% |