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 | $12,421 | $62,586-80.2% | $76,768-83.8% | $64,186-80.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -10.56% | -1.95%-8.6pp | 2.43%-13.0pp | 7.63%-18.2pp |
| Employer contribution / active EE | $2,238 | $1,832+22.2% | $2,485-9.9% | $2,381-6.0% |
| Participant deferral / active EE | $2,555 | $3,145-18.7% | $3,852-33.7% | $3,470-26.3% |
| Admin fee / account holder | $571 | $4,667-87.8% | $6,675-91.4% | $4,888-88.3% |