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 | $28,119 | $94,529-70.3% | $140,016-79.9% | $64,186-56.2% |
| Participation rate | 82.5% | 84.1%-1.6pp | 87.5%-5.0pp | 69.6%+12.9pp |
| Annual return | -9.00% | 7.77%-16.8pp | 651.12%-660.1pp | 7.63%-16.6pp |
| Employer contribution / active EE | $1,985 | $3,812-47.9% | $5,606-64.6% | $2,381-16.6% |
| Participant deferral / active EE | $8,130 | $5,250+54.9% | $6,927+17.4% | $3,470+134.3% |
| Admin fee / account holder | $2,866 | $6,741-57.5% | $10,705-73.2% | $4,888-41.4% |