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 | $53,207 | $243,067-78.1% | $252,559-78.9% | - |
| Participation rate | 0.0% | 0.0%0pp | 50.9%-50.9pp | - |
| Annual return | -7.58% | -5.84%-1.7pp | -1.68%-5.9pp | - |
| Employer contribution / active EE | $0 | $30,197-100.0% | $44,959-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $330-100.0% | - |
| Admin fee / account holder | $945 | $315+200.0% | $12,994-92.7% | - |