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 | $11,735 | $138,065-91.5% | $123,544-90.5% | $135,375-91.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -23.95% | 153.68%-177.6pp | 119.20%-143.1pp | 519.73%-543.7pp |
| Employer contribution / active EE | $2,633 | $5,151-48.9% | $4,628-43.1% | $4,779-44.9% |
| Participant deferral / active EE | $6,131 | $6,799-9.8% | $6,426-4.6% | $5,609+9.3% |
| Admin fee / account holder | $1,908 | $10,916-82.5% | $9,284-79.4% | $10,827-82.4% |