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 | $5,977 | $90,600-93.4% | $79,464-92.5% | $135,375-95.6% |
| Participation rate | 95.0% | 76.0%+19.0pp | 73.3%+21.7pp | 82.6%+12.4pp |
| Annual return | -22.34% | 977.43%-999.8pp | 718.14%-740.5pp | 519.73%-542.1pp |
| Employer contribution / active EE | $1,634 | $3,068-46.7% | $2,800-41.7% | $4,779-65.8% |
| Participant deferral / active EE | $2,454 | $4,050-39.4% | $3,704-33.7% | $5,609-56.2% |
| Admin fee / account holder | $332 | $5,907-94.4% | $5,113-93.5% | $10,827-96.9% |