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 | $17,353 | $61,660-71.9% | $80,019-78.3% | $64,186-73.0% |
| Participation rate | 89.7% | 71.7%+18.0pp | 75.8%+13.8pp | 69.6%+20.1pp |
| Annual return | -7.83% | -0.33%-7.5pp | 11.22%-19.0pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,296 | $1,810-28.4% | $2,468-47.5% | $2,381-45.6% |
| Participant deferral / active EE | $1,526 | $2,968-48.6% | $3,686-58.6% | $3,470-56.0% |
| Admin fee / account holder | $1,598 | $5,417-70.5% | $6,521-75.5% | $4,888-67.3% |