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 | $6,748 | $209,411-96.8% | $178,490-96.2% | $158,922-95.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -46.01% | 188.75%-234.8pp | 151.07%-197.1pp | 302.83%-348.8pp |
| Employer contribution / active EE | $1,993 | $5,706-65.1% | $5,011-60.2% | $4,761-58.1% |
| Participant deferral / active EE | $3,428 | $5,954-42.4% | $5,202-34.1% | $5,982-42.7% |
| Admin fee / account holder | $3,674 | $17,074-78.5% | $13,984-73.7% | $11,246-67.3% |