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 7-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 | $12,091 | $138,044-91.2% | $125,339-90.4% | $134,475-91.0% |
| Participation rate | 95.5% | 84.5%+11.0pp | 82.4%+13.1pp | 81.2%+14.2pp |
| Annual return | -21.69% | 750.33%-772.0pp | 572.05%-593.7pp | 417.96%-439.7pp |
| Employer contribution / active EE | $5,307 | $5,243+1.2% | $4,814+10.3% | $4,740+12.0% |
| Participant deferral / active EE | $11,321 | $7,799+45.2% | $7,446+52.0% | $6,400+76.9% |
| Admin fee / account holder | $4,779 | $11,571-58.7% | $10,010-52.3% | $11,426-58.2% |