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 5-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 | $6,560 | $99,640-93.4% | $86,436-92.4% | $134,475-95.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -27.15% | 6782.58%-6809.7pp | 4394.89%-4422.0pp | 417.96%-445.1pp |
| Employer contribution / active EE | $1,612 | $4,400-63.4% | $3,769-57.2% | $4,740-66.0% |
| Participant deferral / active EE | $5,747 | $7,246-20.7% | $6,952-17.3% | $6,400-10.2% |
| Admin fee / account holder | $2,991 | $8,371-64.3% | $6,731-55.6% | $11,426-73.8% |