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 10-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 | $8,391 | $152,509-94.5% | $117,472-92.9% | $134,475-93.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -25.31% | 52.99%-78.3pp | 29.74%-55.0pp | 417.96%-443.3pp |
| Employer contribution / active EE | $1,575 | $5,571-71.7% | $4,176-62.3% | $4,740-66.8% |
| Participant deferral / active EE | $1,920 | $4,818-60.1% | $4,070-52.8% | $6,400-70.0% |
| Admin fee / account holder | $540 | $7,004-92.3% | $5,645-90.4% | $11,426-95.3% |