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 | $16,090 | $62,586-74.3% | $76,768-79.0% | $64,186-74.9% |
| Participation rate | 98.0% | 72.8%+25.2pp | 77.0%+21.0pp | 69.6%+28.4pp |
| Annual return | -12.32% | -1.95%-10.4pp | 2.43%-14.7pp | 7.63%-19.9pp |
| Employer contribution / active EE | $1,461 | $1,832-20.2% | $2,485-41.2% | $2,381-38.6% |
| Participant deferral / active EE | $5,547 | $3,145+76.4% | $3,852+44.0% | $3,470+59.9% |
| Admin fee / account holder | $647 | $4,667-86.1% | $6,675-90.3% | $4,888-86.8% |