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 | $16,895 | $71,883-76.5% | $86,677-80.5% | $68,494-75.3% |
| Participation rate | 87.7% | 72.2%+15.5pp | 76.6%+11.1pp | 67.9%+19.8pp |
| Annual return | -18.84% | 3.52%-22.4pp | 35.91%-54.7pp | -7.84%-11.0pp |
| Employer contribution / active EE | $845 | $2,173-61.1% | $2,836-70.2% | $2,596-67.5% |
| Participant deferral / active EE | $2,858 | $3,779-24.4% | $4,656-38.6% | $4,027-29.0% |
| Admin fee / account holder | $4,325 | $6,112-29.2% | $7,493-42.3% | $5,403-19.9% |