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 | $5,585 | $88,594-93.7% | $70,092-92.0% | $134,475-95.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -22.14% | 442.67%-464.8pp | 190.73%-212.9pp | 417.96%-440.1pp |
| Employer contribution / active EE | $3,211 | $3,233-0.7% | $2,559+25.5% | $4,740-32.3% |
| Participant deferral / active EE | $3,971 | $4,772-16.8% | $3,849+3.2% | $6,400-38.0% |
| Admin fee / account holder | $457 | $10,441-95.6% | $6,267-92.7% | $11,426-96.0% |