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 5-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 | $12,941 | $138,044-90.6% | $125,339-89.7% | $134,475-90.4% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -25.11% | 750.33%-775.4pp | 572.05%-597.2pp | 417.96%-443.1pp |
| Employer contribution / active EE | $3,604 | $5,243-31.3% | $4,814-25.1% | $4,740-24.0% |
| Participant deferral / active EE | $6,534 | $7,799-16.2% | $7,446-12.3% | $6,400+2.1% |
| Admin fee / account holder | $866 | $11,571-92.5% | $10,010-91.4% | $11,426-92.4% |