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 | $24,769 | $217,402-88.6% | $185,823-86.7% | $167,490-85.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 0.02% | 148.36%-148.3pp | 122.05%-122.0pp | 478.56%-478.5pp |
| Employer contribution / active EE | $8,585 | $5,873+46.2% | $5,167+66.1% | $4,837+77.5% |
| Participant deferral / active EE | $9,920 | $6,356+56.1% | $5,568+78.2% | $6,341+56.4% |
| Admin fee / account holder | $32,566 | $19,811+64.4% | $16,237+100.6% | $12,309+164.6% |