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 | $9,430 | $138,044-93.2% | $125,339-92.5% | $134,475-93.0% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -46.24% | 750.33%-796.6pp | 572.05%-618.3pp | 417.96%-464.2pp |
| Employer contribution / active EE | $2,871 | $5,243-45.2% | $4,814-40.4% | $4,740-39.4% |
| Participant deferral / active EE | $6,657 | $7,799-14.6% | $7,446-10.6% | $6,400+4.0% |
| Admin fee / account holder | $727 | $11,571-93.7% | $10,010-92.7% | $11,426-93.6% |