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 6-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 | $12,038 | $138,044-91.3% | $125,339-90.4% | $134,475-91.0% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | -20.85% | 750.33%-771.2pp | 572.05%-592.9pp | 417.96%-438.8pp |
| Employer contribution / active EE | $1,371 | $5,243-73.9% | $4,814-71.5% | $4,740-71.1% |
| Participant deferral / active EE | $7,108 | $7,799-8.9% | $7,446-4.5% | $6,400+11.1% |
| Admin fee / account holder | $374 | $11,571-96.8% | $10,010-96.3% | $11,426-96.7% |