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 5-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 | $13,854 | $100,754-86.2% | $86,677-84.0% | $134,475-89.7% |
| Participation rate | 91.7% | 78.9%+12.7pp | 76.6%+15.1pp | 81.2%+10.4pp |
| Annual return | -22.12% | 29.04%-51.2pp | 35.91%-58.0pp | 417.96%-440.1pp |
| Employer contribution / active EE | $1,788 | $3,489-48.8% | $2,836-37.0% | $4,740-62.3% |
| Participant deferral / active EE | $4,856 | $5,338-9.0% | $4,656+4.3% | $6,400-24.1% |
| Admin fee / account holder | $647 | $10,926-94.1% | $7,493-91.4% | $11,426-94.3% |