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 8-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 | $7,109 | $107,934-93.4% | $91,989-92.3% | $152,861-95.3% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 0.12% | 89.24%-89.1pp | 69.02%-68.9pp | 345.32%-345.2pp |
| Employer contribution / active EE | $1,809 | $4,210-57.0% | $3,452-47.6% | $4,762-62.0% |
| Participant deferral / active EE | $2,825 | $6,364-55.6% | $5,923-52.3% | $5,850-51.7% |
| Admin fee / account holder | $972 | $10,520-90.8% | $7,743-87.5% | $11,596-91.6% |