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 | $8,926 | $138,044-93.5% | $125,339-92.9% | $134,475-93.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -31.14% | 750.33%-781.5pp | 572.05%-603.2pp | 417.96%-449.1pp |
| Employer contribution / active EE | $3,597 | $5,243-31.4% | $4,814-25.3% | $4,740-24.1% |
| Participant deferral / active EE | $2,575 | $7,799-67.0% | $7,446-65.4% | $6,400-59.8% |
| Admin fee / account holder | $846 | $11,571-92.7% | $10,010-91.6% | $11,426-92.6% |