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 | $13,948 | $95,971-85.5% | $74,550-81.3% | $135,375-89.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -9.66% | 56.96%-66.6pp | 32.53%-42.2pp | 519.73%-529.4pp |
| Employer contribution / active EE | $1,278 | $2,716-52.9% | $1,961-34.8% | $4,779-73.3% |
| Participant deferral / active EE | $5,280 | $3,843+37.4% | $3,108+69.9% | $5,609-5.9% |
| Admin fee / account holder | $1,865 | $6,522-71.4% | $5,060-63.1% | $10,827-82.8% |