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 5-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 | $14,465 | $82,664-82.5% | $125,339-88.5% | $68,494-78.9% |
| Participation rate | 84.2% | 75.0%+9.2pp | 82.4%+1.8pp | 67.9%+16.3pp |
| Annual return | -20.36% | -5.97%-14.4pp | 572.05%-592.4pp | -7.84%-12.5pp |
| Employer contribution / active EE | $1,744 | $3,381-48.4% | $4,814-63.8% | $2,596-32.8% |
| Participant deferral / active EE | $5,531 | $6,110-9.5% | $7,446-25.7% | $4,027+37.3% |
| Admin fee / account holder | $310 | $6,275-95.1% | $10,010-96.9% | $5,403-94.3% |