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 10-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 | $11,818 | $158,817-92.6% | $121,196-90.2% | $135,375-91.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -10.01% | -0.64%-9.4pp | 16.93%-26.9pp | 519.73%-529.7pp |
| Employer contribution / active EE | $600 | $5,665-89.4% | $4,022-85.1% | $4,779-87.4% |
| Participant deferral / active EE | $5,000 | $4,005+24.8% | $3,344+49.5% | $5,609-10.9% |
| Admin fee / account holder | $493 | $6,512-92.4% | $5,019-90.2% | $10,827-95.4% |