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 6-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 | $8,160 | $217,402-96.2% | $185,823-95.6% | $167,490-95.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | -23.28% | 148.36%-171.6pp | 122.05%-145.3pp | 478.56%-501.8pp |
| Employer contribution / active EE | $2,242 | $5,873-61.8% | $5,167-56.6% | $4,837-53.7% |
| Participant deferral / active EE | $8,877 | $6,356+39.6% | $5,568+59.4% | $6,341+40.0% |
| Admin fee / account holder | $1,691 | $19,811-91.5% | $16,237-89.6% | $12,309-86.3% |