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 | $9,691 | $189,613-94.9% | $167,512-94.2% | $142,382-93.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 4.13% | 2024.68%-2020.5pp | 1615.79%-1611.7pp | 217.08%-212.9pp |
| Employer contribution / active EE | $2,404 | $4,349-44.7% | $3,882-38.1% | $4,299-44.1% |
| Participant deferral / active EE | $3,305 | $6,981-52.7% | $6,405-48.4% | $6,507-49.2% |
| Admin fee / account holder | $28,991 | $10,528+175.4% | $9,769+196.8% | $12,624+129.7% |