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 | $18,057 | $142,344-87.3% | $119,609-84.9% | $134,475-86.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -24.42% | -12.44%-12.0pp | -14.97%-9.4pp | 417.96%-442.4pp |
| Employer contribution / active EE | $5,219 | $5,222-0.1% | $4,232+23.3% | $4,740+10.1% |
| Participant deferral / active EE | $8,981 | $6,469+38.8% | $5,602+60.3% | $6,400+40.3% |
| Admin fee / account holder | $430 | $13,584-96.8% | $10,323-95.8% | $11,426-96.2% |