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 6-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 | $6,248 | $138,044-95.5% | $125,339-95.0% | $134,475-95.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -41.07% | 750.33%-791.4pp | 572.05%-613.1pp | 417.96%-459.0pp |
| Employer contribution / active EE | $1,543 | $5,243-70.6% | $4,814-68.0% | $4,740-67.5% |
| Participant deferral / active EE | $4,620 | $7,799-40.8% | $7,446-38.0% | $6,400-27.8% |
| Admin fee / account holder | $1,177 | $11,571-89.8% | $10,010-88.2% | $11,426-89.7% |