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 | $17,541 | $71,883-75.6% | $86,677-79.8% | $68,494-74.4% |
| Participation rate | 97.5% | 72.2%+25.2pp | 76.6%+20.9pp | 67.9%+29.6pp |
| Annual return | -20.08% | 3.52%-23.6pp | 35.91%-56.0pp | -7.84%-12.2pp |
| Employer contribution / active EE | $935 | $2,173-57.0% | $2,836-67.0% | $2,596-64.0% |
| Participant deferral / active EE | $1,812 | $3,779-52.0% | $4,656-61.1% | $4,027-55.0% |
| Admin fee / account holder | $1,398 | $6,112-77.1% | $7,493-81.3% | $5,403-74.1% |