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 3-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 | $5,137 | $165,984-96.9% | $164,813-96.9% | $145,922-96.5% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | -42.14% | 100.03%-142.2pp | 69.93%-112.1pp | 561.29%-603.4pp |
| Employer contribution / active EE | $2,051 | $5,273-61.1% | $4,341-52.8% | $4,660-56.0% |
| Participant deferral / active EE | $3,140 | $6,959-54.9% | $6,031-47.9% | $6,688-53.1% |
| Admin fee / account holder | $16,562 | $16,648-0.5% | $12,690+30.5% | $13,397+23.6% |