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 | $10,260 | $138,044-92.6% | $125,339-91.8% | $134,475-92.4% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -22.99% | 750.33%-773.3pp | 572.05%-595.0pp | 417.96%-441.0pp |
| Employer contribution / active EE | $1,192 | $5,243-77.3% | $4,814-75.2% | $4,740-74.9% |
| Participant deferral / active EE | $5,601 | $7,799-28.2% | $7,446-24.8% | $6,400-12.5% |
| Admin fee / account holder | $1,393 | $11,571-88.0% | $10,010-86.1% | $11,426-87.8% |