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 | $21,077 | $118,680-82.2% | $98,907-78.7% | $158,922-86.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | -43.68% | 372.35%-416.0pp | 196.43%-240.1pp | 302.83%-346.5pp |
| Employer contribution / active EE | $1,699 | $3,333-49.0% | $2,689-36.8% | $4,761-64.3% |
| Participant deferral / active EE | $3,086 | $5,088-39.3% | $4,244-27.3% | $5,982-48.4% |
| Admin fee / account holder | $1,799 | $10,131-82.2% | $6,642-72.9% | $11,246-84.0% |