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 | $5,355 | $190,805-97.2% | $159,960-96.7% | $134,475-96.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -24.55% | 552.23%-576.8pp | 408.60%-433.2pp | 417.96%-442.5pp |
| Employer contribution / active EE | $1,733 | $4,995-65.3% | $4,226-59.0% | $4,740-63.4% |
| Participant deferral / active EE | $4,159 | $6,923-39.9% | $6,182-32.7% | $6,400-35.0% |
| Admin fee / account holder | $340 | $10,471-96.8% | $8,698-96.1% | $11,426-97.0% |