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 4-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 | $664 | $67,331-99.0% | $60,874-98.9% | $134,475-99.5% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.1%+6.9pp | 81.2%-1.2pp |
| Annual return | -63.56% | 49.93%-113.5pp | 16.90%-80.5pp | 417.96%-481.5pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,701-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $995 | $4,538-78.1% | $3,817-73.9% | $6,400-84.5% |
| Admin fee / account holder | $441 | $4,582-90.4% | $3,224-86.3% | $11,426-96.1% |