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 | $8,666 | $142,344-93.9% | $119,609-92.8% | $134,475-93.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.87% | -12.44%-8.4pp | -14.97%-5.9pp | 417.96%-438.8pp |
| Employer contribution / active EE | $1,794 | $5,222-65.6% | $4,232-57.6% | $4,740-62.1% |
| Participant deferral / active EE | $2,651 | $6,469-59.0% | $5,602-52.7% | $6,400-58.6% |
| Admin fee / account holder | $2,244 | $13,584-83.5% | $10,323-78.3% | $11,426-80.4% |