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 4-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 | $13,920 | $138,044-89.9% | $125,339-88.9% | $134,475-89.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -28.67% | 750.33%-779.0pp | 572.05%-600.7pp | 417.96%-446.6pp |
| Employer contribution / active EE | $2,812 | $5,243-46.4% | $4,814-41.6% | $4,740-40.7% |
| Participant deferral / active EE | $12,675 | $7,799+62.5% | $7,446+70.2% | $6,400+98.1% |
| Admin fee / account holder | $1,954 | $11,571-83.1% | $10,010-80.5% | $11,426-82.9% |