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 8-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 | $10,651 | $77,634-86.3% | $156,549-93.2% | $62,891-83.1% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | -1.98% | 50.32%-52.3pp | 32.23%-34.2pp | 20.14%-22.1pp |
| Employer contribution / active EE | $635 | $3,444-81.6% | $5,501-88.5% | $2,281-72.2% |
| Participant deferral / active EE | $1,304 | $3,045-57.2% | $4,871-73.2% | $3,203-59.3% |
| Admin fee / account holder | $971 | $5,561-82.5% | $13,027-92.5% | $4,296-77.4% |