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 7-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 | $11,246 | $59,805-81.2% | $79,550-85.9% | $68,494-83.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -19.57% | -12.30%-7.3pp | 0.16%-19.7pp | -7.84%-11.7pp |
| Employer contribution / active EE | $1,364 | $1,505-9.4% | $2,413-43.5% | $2,596-47.5% |
| Participant deferral / active EE | $2,462 | $3,024-18.6% | $3,985-38.2% | $4,027-38.9% |
| Admin fee / account holder | $692 | $4,835-85.7% | $6,832-89.9% | $5,403-87.2% |