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 | $7,813 | $138,065-94.3% | $123,544-93.7% | $135,375-94.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -17.31% | 153.68%-171.0pp | 119.20%-136.5pp | 519.73%-537.0pp |
| Employer contribution / active EE | $3,933 | $5,151-23.7% | $4,628-15.0% | $4,779-17.7% |
| Participant deferral / active EE | $9,599 | $6,799+41.2% | $6,426+49.4% | $5,609+71.1% |
| Admin fee / account holder | $1,915 | $10,916-82.5% | $9,284-79.4% | $10,827-82.3% |