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 | $5,905 | $133,922-95.6% | $116,228-94.9% | $142,382-95.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | -2.31% | 147.76%-150.1pp | 90.06%-92.4pp | 217.08%-219.4pp |
| Employer contribution / active EE | $3,977 | $3,446+15.4% | $2,994+32.8% | $4,299-7.5% |
| Participant deferral / active EE | $13,200 | $5,672+132.7% | $4,953+166.5% | $6,507+102.9% |
| Admin fee / account holder | $26,000 | $14,945+74.0% | $11,989+116.9% | $12,624+106.0% |