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 | $8,762 | $171,865-94.9% | $149,718-94.1% | $147,584-94.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | -3.52% | 2113.22%-2116.7pp | 1501.63%-1505.1pp | 578.55%-582.1pp |
| Employer contribution / active EE | $1,617 | $6,275-74.2% | $5,445-70.3% | $4,876-66.8% |
| Participant deferral / active EE | $2,591 | $7,271-64.4% | $6,569-60.6% | $5,439-52.4% |
| Admin fee / account holder | $2,668 | $13,799-80.7% | $11,283-76.4% | $10,885-75.5% |