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 | $28,448 | $168,632-83.1% | $147,614-80.7% | $125,391-77.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.76% | 77.65%-81.4pp | 61.98%-65.7pp | 282.22%-286.0pp |
| Employer contribution / active EE | $1,745 | $6,252-72.1% | $5,564-68.6% | $4,866-64.1% |
| Participant deferral / active EE | $4,278 | $5,507-22.3% | $4,895-12.6% | $5,352-20.1% |
| Admin fee / account holder | $442 | $13,580-96.7% | $11,611-96.2% | $9,540-95.4% |