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 | $14,745 | $158,817-90.7% | $121,196-87.8% | $135,375-89.1% |
| Participation rate | 88.9% | 79.3%+9.6pp | 71.7%+17.1pp | 82.6%+6.2pp |
| Annual return | -12.91% | -0.64%-12.3pp | 16.93%-29.8pp | 519.73%-532.6pp |
| Employer contribution / active EE | $736 | $5,665-87.0% | $4,022-81.7% | $4,779-84.6% |
| Participant deferral / active EE | $1,982 | $4,005-50.5% | $3,344-40.7% | $5,609-64.7% |
| Admin fee / account holder | $381 | $6,512-94.1% | $5,019-92.4% | $10,827-96.5% |