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 | $19,620 | $92,897-78.9% | $90,782-78.4% | $56,287-65.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 82.7%+17.3pp | 69.9%+30.1pp |
| Annual return | -8.44% | -2.59%-5.8pp | -3.42%-5.0pp | -9.96%+1.5pp |
| Employer contribution / active EE | $8,640 | $3,871+123.2% | $4,105+110.5% | $2,111+309.3% |
| Participant deferral / active EE | $0 | $5,551-100.0% | $5,366-100.0% | $3,350-100.0% |
| Admin fee / account holder | $2,835 | $440+543.6% | $5,908-52.0% | $521+444.2% |