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 | $6,892 | $92,703-92.6% | $82,719-91.7% | $134,475-94.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -101.65% | 944.92%-1046.6pp | 701.18%-802.8pp | 417.96%-519.6pp |
| Employer contribution / active EE | $10,853 | $3,274+231.5% | $3,009+260.7% | $4,740+129.0% |
| Participant deferral / active EE | $7,783 | $4,802+62.1% | $4,395+77.1% | $6,400+21.6% |
| Admin fee / account holder | $4,450 | $5,983-25.6% | $5,329-16.5% | $11,426-61.1% |