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 | $27,866 | $183,963-84.9% | $162,163-82.8% | $152,861-81.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | -46.61% | 150.76%-197.4pp | 115.59%-162.2pp | 345.32%-391.9pp |
| Employer contribution / active EE | $2,658 | $6,371-58.3% | $5,614-52.7% | $4,762-44.2% |
| Participant deferral / active EE | $12,000 | $8,034+49.4% | $7,298+64.4% | $5,850+105.1% |
| Admin fee / account holder | $7,867 | $13,121-40.0% | $10,843-27.4% | $11,596-32.2% |