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 10-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 | $16,714 | $168,632-90.1% | $147,614-88.7% | $125,391-86.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -8.71% | 77.65%-86.4pp | 61.98%-70.7pp | 282.22%-290.9pp |
| Employer contribution / active EE | $12,229 | $6,252+95.6% | $5,564+119.8% | $4,866+151.3% |
| Participant deferral / active EE | $13,258 | $5,507+140.7% | $4,895+170.8% | $5,352+147.7% |
| Admin fee / account holder | $318 | $13,580-97.7% | $11,611-97.3% | $9,540-96.7% |