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 | $11,198 | $97,757-88.5% | $83,848-86.6% | $135,375-91.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -18.65% | 1287.37%-1306.0pp | 850.88%-869.5pp | 519.73%-538.4pp |
| Employer contribution / active EE | $4,557 | $4,222+8.0% | $3,631+25.5% | $4,779-4.6% |
| Participant deferral / active EE | $5,749 | $4,682+22.8% | $4,082+40.9% | $5,609+2.5% |
| Admin fee / account holder | $1,188 | $6,674-82.2% | $5,478-78.3% | $10,827-89.0% |