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 | $1,810 | $197,825-99.1% | $155,790-98.8% | $125,391-98.6% |
| Participation rate | 77.8% | 82.1%-4.3pp | 76.1%+1.7pp | 83.2%-5.4pp |
| Annual return | -10.22% | 86.74%-97.0pp | 71.54%-81.8pp | 282.22%-292.4pp |
| Employer contribution / active EE | $886 | $4,847-81.7% | $3,836-76.9% | $4,866-81.8% |
| Participant deferral / active EE | $1,386 | $5,630-75.4% | $4,797-71.1% | $5,352-74.1% |
| Admin fee / account holder | $562 | $9,545-94.1% | $7,478-92.5% | $9,540-94.1% |