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 | $6,083 | $39,122-84.5% | $57,179-89.4% | $62,891-90.3% |
| Participation rate | 83.3% | 70.5%+12.8pp | 75.3%+8.0pp | 69.3%+14.0pp |
| Annual return | -2.39% | 9.23%-11.6pp | 14.59%-17.0pp | 20.14%-22.5pp |
| Employer contribution / active EE | $1,143 | $1,874-39.0% | $2,682-57.4% | $2,281-49.9% |
| Participant deferral / active EE | $2,095 | $2,374-11.8% | $3,096-32.3% | $3,203-34.6% |
| Admin fee / account holder | $805 | $2,592-68.9% | $3,139-74.3% | $4,296-81.2% |