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 8-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 | $17,242 | $72,404-76.2% | $110,238-84.4% | $64,186-73.1% |
| Participation rate | 96.8% | 73.3%+23.4pp | 79.8%+17.0pp | 69.6%+27.2pp |
| Annual return | -13.36% | -6.29%-7.1pp | 314.74%-328.1pp | 7.63%-21.0pp |
| Employer contribution / active EE | $2,708 | $2,282+18.7% | $3,826-29.2% | $2,381+13.7% |
| Participant deferral / active EE | $6,637 | $3,469+91.3% | $4,672+42.1% | $3,470+91.3% |
| Admin fee / account holder | $914 | $5,664-83.9% | $8,547-89.3% | $4,888-81.3% |