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 | $6,349 | $102,966-93.8% | $90,281-93.0% | $152,861-95.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | -0.20% | 95.16%-95.4pp | 78.10%-78.3pp | 345.32%-345.5pp |
| Employer contribution / active EE | $5,655 | $3,139+80.2% | $2,854+98.1% | $4,762+18.8% |
| Participant deferral / active EE | $7,067 | $4,281+65.1% | $3,885+81.9% | $5,850+20.8% |
| Admin fee / account holder | $25,143 | $6,171+307.5% | $5,351+369.9% | $11,596+116.8% |