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 | $10,726 | $127,386-91.6% | $115,037-90.7% | $125,391-91.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -21.97% | 31.28%-53.3pp | 26.14%-48.1pp | 282.22%-304.2pp |
| Employer contribution / active EE | $4,171 | $5,166-19.3% | $4,608-9.5% | $4,866-14.3% |
| Participant deferral / active EE | $13,967 | $6,423+117.4% | $6,026+131.8% | $5,352+161.0% |
| Admin fee / account holder | $1,726 | $9,516-81.9% | $8,175-78.9% | $9,540-81.9% |