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 | $23,315 | $162,781-85.7% | $133,956-82.6% | $158,922-85.3% |
| Participation rate | 73.7% | 83.2%-9.5pp | 79.8%-6.2pp | 82.0%-8.3pp |
| Annual return | -4.05% | 41.94%-46.0pp | 45.09%-49.1pp | 302.83%-306.9pp |
| Employer contribution / active EE | $1,611 | $4,975-67.6% | $3,919-58.9% | $4,761-66.2% |
| Participant deferral / active EE | $2,334 | $5,911-60.5% | $5,048-53.8% | $5,982-61.0% |
| Admin fee / account holder | $28,055 | $11,736+139.0% | $8,927+214.3% | $11,246+149.5% |