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 | $19,785 | $209,411-90.6% | $178,490-88.9% | $158,922-87.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -2.79% | 188.75%-191.5pp | 151.07%-153.9pp | 302.83%-305.6pp |
| Employer contribution / active EE | $1,717 | $5,706-69.9% | $5,011-65.7% | $4,761-63.9% |
| Participant deferral / active EE | $2,147 | $5,954-63.9% | $5,202-58.7% | $5,982-64.1% |
| Admin fee / account holder | $15,534 | $17,074-9.0% | $13,984+11.1% | $11,246+38.1% |