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 5-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 | $9,592 | $133,958-92.8% | $112,228-91.5% | $134,475-92.9% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -42.63% | 47.11%-89.7pp | 27.45%-70.1pp | 417.96%-460.6pp |
| Employer contribution / active EE | $1,465 | $4,038-63.7% | $3,635-59.7% | $4,740-69.1% |
| Participant deferral / active EE | $4,581 | $5,291-13.4% | $4,728-3.1% | $6,400-28.4% |
| Admin fee / account holder | $622 | $7,489-91.7% | $6,410-90.3% | $11,426-94.6% |