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 7-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 | $14,676 | $167,307-91.2% | $143,757-89.8% | $134,475-89.1% |
| Participation rate | 73.3% | 84.8%-11.5pp | 80.3%-7.0pp | 81.2%-7.9pp |
| Annual return | -32.01% | 0.46%-32.5pp | -0.04%-32.0pp | 417.96%-450.0pp |
| Employer contribution / active EE | $1,914 | $5,619-65.9% | $4,951-61.3% | $4,740-59.6% |
| Participant deferral / active EE | $3,566 | $6,446-44.7% | $5,637-36.7% | $6,400-44.3% |
| Admin fee / account holder | $454 | $18,088-97.5% | $14,673-96.9% | $11,426-96.0% |