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 6-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 | $7,904 | $64,707-87.8% | $112,228-93.0% | $68,494-88.5% |
| Participation rate | 96.7% | 67.2%+29.5pp | 75.1%+21.6pp | 67.9%+28.8pp |
| Annual return | -20.05% | -11.40%-8.6pp | 27.45%-47.5pp | -7.84%-12.2pp |
| Employer contribution / active EE | $1,430 | $2,746-47.9% | $3,635-60.6% | $2,596-44.9% |
| Participant deferral / active EE | $2,965 | $3,565-16.8% | $4,728-37.3% | $4,027-26.4% |
| Admin fee / account holder | $500 | $5,232-90.4% | $6,410-92.2% | $5,403-90.7% |