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 | $1,667 | $113,935-98.5% | $94,224-98.2% | $125,391-98.7% |
| Participation rate | 91.3% | 82.9%+8.4pp | 78.8%+12.5pp | 83.2%+8.1pp |
| Annual return | -112.84% | 5.29%-118.1pp | 10.68%-123.5pp | 282.22%-395.1pp |
| Employer contribution / active EE | $10,561 | $4,727+123.4% | $3,587+194.5% | $4,866+117.0% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,313 | $8,391-84.4% | $6,269-79.1% | $9,540-86.2% |