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 | $30,755 | $91,552-66.4% | $133,956-77.0% | $79,858-61.5% |
| Participation rate | 93.9% | 73.3%+20.6pp | 79.8%+14.1pp | 69.6%+24.3pp |
| Annual return | -5.21% | 61.85%-67.1pp | 45.09%-50.3pp | 31.71%-36.9pp |
| Employer contribution / active EE | $1,489 | $2,384-37.5% | $3,919-62.0% | $2,471-39.7% |
| Participant deferral / active EE | $2,859 | $3,733-23.4% | $5,048-43.4% | $3,740-23.6% |
| Admin fee / account holder | $695 | $6,321-89.0% | $8,927-92.2% | $5,306-86.9% |