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 | $17,535 | $135,635-87.1% | $110,238-84.1% | $135,375-87.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -11.80% | 513.19%-525.0pp | 314.74%-326.5pp | 519.73%-531.5pp |
| Employer contribution / active EE | $3,706 | $4,906-24.5% | $3,826-3.2% | $4,779-22.5% |
| Participant deferral / active EE | $5,948 | $5,506+8.0% | $4,672+27.3% | $5,609+6.1% |
| Admin fee / account holder | $2,866 | $11,457-75.0% | $8,547-66.5% | $10,827-73.5% |