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 9-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 | $19,215 | $160,055-88.0% | $140,016-86.3% | $135,375-85.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -25.25% | 911.38%-936.6pp | 651.12%-676.4pp | 519.73%-545.0pp |
| Employer contribution / active EE | $4,953 | $6,420-22.8% | $5,606-11.6% | $4,779+3.7% |
| Participant deferral / active EE | $10,624 | $7,642+39.0% | $6,927+53.4% | $5,609+89.4% |
| Admin fee / account holder | $489 | $13,328-96.3% | $10,705-95.4% | $10,827-95.5% |