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 | $7,953 | $138,065-94.2% | $123,544-93.6% | $135,375-94.1% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -10.83% | 153.68%-164.5pp | 119.20%-130.0pp | 519.73%-530.6pp |
| Employer contribution / active EE | $1,922 | $5,151-62.7% | $4,628-58.5% | $4,779-59.8% |
| Participant deferral / active EE | $5,844 | $6,799-14.1% | $6,426-9.1% | $5,609+4.2% |
| Admin fee / account holder | $3,431 | $10,916-68.6% | $9,284-63.0% | $10,827-68.3% |