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 9-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 | $21,622 | $180,449-88.0% | $154,107-86.0% | $135,375-84.0% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -26.41% | 888.09%-914.5pp | 735.12%-761.5pp | 519.73%-546.1pp |
| Employer contribution / active EE | $7,992 | $6,035+32.4% | $5,298+50.9% | $4,779+67.2% |
| Participant deferral / active EE | $3,937 | $5,806-32.2% | $5,081-22.5% | $5,609-29.8% |
| Admin fee / account holder | $421 | $16,143-97.4% | $13,411-96.9% | $10,827-96.1% |