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 | $12,915 | $138,065-90.6% | $123,544-89.5% | $135,375-90.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -57.79% | 153.68%-211.5pp | 119.20%-177.0pp | 519.73%-577.5pp |
| Employer contribution / active EE | $7,280 | $5,151+41.3% | $4,628+57.3% | $4,779+52.3% |
| Participant deferral / active EE | $13,809 | $6,799+103.1% | $6,426+114.9% | $5,609+146.2% |
| Admin fee / account holder | $932 | $10,916-91.5% | $9,284-90.0% | $10,827-91.4% |