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 | $16,187 | $72,177-77.6% | $115,037-85.9% | $59,632-72.9% |
| Participation rate | 97.0% | 72.6%+24.5pp | 81.4%+15.6pp | 68.7%+28.3pp |
| Annual return | -3.02% | 12.02%-15.0pp | 26.14%-29.2pp | 2041.28%-2044.3pp |
| Employer contribution / active EE | $1,366 | $2,841-51.9% | $4,608-70.4% | $2,203-38.0% |
| Participant deferral / active EE | $3,900 | $4,783-18.5% | $6,026-35.3% | $3,192+22.2% |
| Admin fee / account holder | $1,327 | $4,927-73.1% | $8,175-83.8% | $4,297-69.1% |