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 9-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 | $13,946 | $135,635-89.7% | $110,238-87.3% | $135,375-89.7% |
| Participation rate | 91.7% | 83.5%+8.2pp | 79.8%+11.8pp | 82.6%+9.0pp |
| Annual return | -10.43% | 513.19%-523.6pp | 314.74%-325.2pp | 519.73%-530.2pp |
| Employer contribution / active EE | $2,081 | $4,906-57.6% | $3,826-45.6% | $4,779-56.5% |
| Participant deferral / active EE | $4,850 | $5,506-11.9% | $4,672+3.8% | $5,609-13.5% |
| Admin fee / account holder | $938 | $11,457-91.8% | $8,547-89.0% | $10,827-91.3% |