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 | $7,933 | $77,634-89.8% | $156,549-94.9% | $62,891-87.4% |
| Participation rate | 97.1% | 71.2%+25.9pp | 84.0%+13.0pp | 69.3%+27.8pp |
| Annual return | -2.89% | 50.32%-53.2pp | 32.23%-35.1pp | 20.14%-23.0pp |
| Employer contribution / active EE | $441 | $3,444-87.2% | $5,501-92.0% | $2,281-80.7% |
| Participant deferral / active EE | $0 | $3,045-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,102 | $5,561-62.2% | $13,027-83.9% | $4,296-51.1% |