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 | $4,358 | $88,594-95.1% | $70,092-93.8% | $134,475-96.8% |
| Participation rate | 70.0% | 74.9%-4.9pp | 70.5%-0.5pp | 81.2%-11.2pp |
| Annual return | -54.37% | 442.67%-497.0pp | 190.73%-245.1pp | 417.96%-472.3pp |
| Employer contribution / active EE | $1,437 | $3,233-55.6% | $2,559-43.9% | $4,740-69.7% |
| Participant deferral / active EE | $2,037 | $4,772-57.3% | $3,849-47.1% | $6,400-68.2% |
| Admin fee / account holder | $311 | $10,441-97.0% | $6,267-95.0% | $11,426-97.3% |