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 | $11,638 | $127,065-90.8% | $113,168-89.7% | $142,382-91.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | -0.66% | 24.03%-24.7pp | 24.27%-24.9pp | 217.08%-217.7pp |
| Employer contribution / active EE | $2,078 | $3,442-39.6% | $2,975-30.1% | $4,299-51.7% |
| Participant deferral / active EE | $4,590 | $5,716-19.7% | $5,107-10.1% | $6,507-29.5% |
| Admin fee / account holder | $1,429,878 | $15,736+8986.7% | $12,068+11748.8% | $12,624+11226.9% |