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 7-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 | $9,583 | $190,805-95.0% | $159,960-94.0% | $134,475-92.9% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -22.38% | 552.23%-574.6pp | 408.60%-431.0pp | 417.96%-440.3pp |
| Employer contribution / active EE | $1,320 | $4,995-73.6% | $4,226-68.8% | $4,740-72.1% |
| Participant deferral / active EE | $1,654 | $6,923-76.1% | $6,182-73.3% | $6,400-74.2% |
| Admin fee / account holder | $720 | $10,471-93.1% | $8,698-91.7% | $11,426-93.7% |