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 | $10,139 | $65,685-84.6% | $57,179-82.3% | $273,961-96.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -1.15% | 21.99%-23.1pp | 14.59%-15.7pp | 41.45%-42.6pp |
| Employer contribution / active EE | $991 | $3,279-69.8% | $2,682-63.0% | $4,869-79.6% |
| Participant deferral / active EE | $1,494 | $3,782-60.5% | $3,096-51.7% | $5,287-71.7% |
| Admin fee / account holder | $12,034 | $4,835+148.9% | $3,139+283.4% | $10,132+18.8% |