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 | $7,441 | $40,256-81.5% | $57,343-87.0% | $59,632-87.5% |
| Participation rate | 71.7% | 69.2%+2.5pp | 75.1%-3.4pp | 68.7%+3.0pp |
| Annual return | -4.81% | 27.49%-32.3pp | 24.39%-29.2pp | 2041.28%-2046.1pp |
| Employer contribution / active EE | $695 | $1,922-63.8% | $2,689-74.2% | $2,203-68.5% |
| Participant deferral / active EE | $1,916 | $2,399-20.1% | $3,162-39.4% | $3,192-40.0% |
| Admin fee / account holder | $955 | $2,818-66.1% | $3,356-71.5% | $4,297-77.8% |