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 9-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 | $26,381 | $162,781-83.8% | $133,956-80.3% | $158,922-83.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -3.93% | 41.94%-45.9pp | 45.09%-49.0pp | 302.83%-306.8pp |
| Employer contribution / active EE | $6,545 | $4,975+31.5% | $3,919+67.0% | $4,761+37.5% |
| Participant deferral / active EE | $9,750 | $5,911+64.9% | $5,048+93.2% | $5,982+63.0% |
| Admin fee / account holder | $4,784 | $11,736-59.2% | $8,927-46.4% | $11,246-57.5% |