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 | $11,798 | $49,280-76.1% | $67,313-82.5% | $64,186-81.6% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -15.40% | -1.39%-14.0pp | -4.08%-11.3pp | 7.63%-23.0pp |
| Employer contribution / active EE | $3,242 | $1,668+94.3% | $2,566+26.4% | $2,381+36.2% |
| Participant deferral / active EE | $4,346 | $2,484+75.0% | $3,568+21.8% | $3,470+25.3% |
| Admin fee / account holder | $530 | $3,863-86.3% | $4,507-88.2% | $4,888-89.2% |