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 | $18,814 | $180,449-89.6% | $154,107-87.8% | $135,375-86.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.02% | 888.09%-897.1pp | 735.12%-744.1pp | 519.73%-528.8pp |
| Employer contribution / active EE | $2,229 | $6,035-63.1% | $5,298-57.9% | $4,779-53.4% |
| Participant deferral / active EE | $4,167 | $5,806-28.2% | $5,081-18.0% | $5,609-25.7% |
| Admin fee / account holder | $794 | $16,143-95.1% | $13,411-94.1% | $10,827-92.7% |