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 | $26,435 | $110,094-76.0% | $151,611-82.6% | $68,494-61.4% |
| Participation rate | 83.6% | 84.0%-0.3pp | 87.5%-3.9pp | 67.9%+15.7pp |
| Annual return | -18.54% | -10.12%-8.4pp | 3.33%-21.9pp | -7.84%-10.7pp |
| Employer contribution / active EE | $3,916 | $4,471-12.4% | $6,166-36.5% | $2,596+50.8% |
| Participant deferral / active EE | $5,733 | $6,527-12.2% | $8,363-31.4% | $4,027+42.4% |
| Admin fee / account holder | $1,195 | $7,719-84.5% | $11,616-89.7% | $5,403-77.9% |