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 | $9,609 | $97,757-90.2% | $83,848-88.5% | $135,375-92.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -11.65% | 1287.37%-1299.0pp | 850.88%-862.5pp | 519.73%-531.4pp |
| Employer contribution / active EE | $6,172 | $4,222+46.2% | $3,631+70.0% | $4,779+29.2% |
| Participant deferral / active EE | $1,246 | $4,682-73.4% | $4,082-69.5% | $5,609-77.8% |
| Admin fee / account holder | $1,362 | $6,674-79.6% | $5,478-75.1% | $10,827-87.4% |