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 | $12,195 | $57,354-78.7% | $83,848-85.5% | $64,186-81.0% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -9.25% | 11.38%-20.6pp | 850.88%-860.1pp | 7.63%-16.9pp |
| Employer contribution / active EE | $3,236 | $2,545+27.1% | $3,631-10.9% | $2,381+35.9% |
| Participant deferral / active EE | $4,558 | $2,993+52.3% | $4,082+11.7% | $3,470+31.4% |
| Admin fee / account holder | $662 | $4,046-83.6% | $5,478-87.9% | $4,888-86.5% |