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 5-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 | $2,937 | $48,265-93.9% | $68,791-95.7% | $68,494-95.7% |
| Participation rate | 88.1% | 60.7%+27.4pp | 69.0%+19.1pp | 67.9%+20.2pp |
| Annual return | -21.13% | -12.71%-8.4pp | -6.38%-14.8pp | -7.84%-13.3pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,738 | $2,867-39.4% | $3,941-55.9% | $4,027-56.8% |
| Admin fee / account holder | $1,051 | $4,355-75.9% | $4,932-78.7% | $5,403-80.5% |