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 | $12,780 | $138,044-90.7% | $125,339-89.8% | $134,475-90.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.32% | 750.33%-771.7pp | 572.05%-593.4pp | 417.96%-439.3pp |
| Employer contribution / active EE | $5,454 | $5,243+4.0% | $4,814+13.3% | $4,740+15.1% |
| Participant deferral / active EE | $12,497 | $7,799+60.2% | $7,446+67.8% | $6,400+95.3% |
| Admin fee / account holder | $1,384 | $11,571-88.0% | $10,010-86.2% | $11,426-87.9% |