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 | $4,024 | $60,349-93.3% | $74,183-94.6% | $62,891-93.6% |
| Participation rate | 92.0% | 72.7%+19.3pp | 76.6%+15.4pp | 69.3%+22.7pp |
| Annual return | -10.69% | 21.37%-32.1pp | 17.74%-28.4pp | 20.14%-30.8pp |
| Employer contribution / active EE | $1,079 | $1,680-35.8% | $2,370-54.5% | $2,281-52.7% |
| Participant deferral / active EE | $1,507 | $2,856-47.2% | $3,550-57.5% | $3,203-52.9% |
| Admin fee / account holder | $540 | $4,261-87.3% | $5,586-90.3% | $4,296-87.4% |