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 6-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 | $8,877 | $73,867-88.0% | $143,757-93.8% | $68,494-87.0% |
| Participation rate | 77.5% | 66.7%+10.8pp | 80.3%-2.8pp | 67.9%+9.6pp |
| Annual return | -23.24% | 1.01%-24.3pp | -0.04%-23.2pp | -7.84%-15.4pp |
| Employer contribution / active EE | $1,491 | $3,184-53.2% | $4,951-69.9% | $2,596-42.6% |
| Participant deferral / active EE | $3,311 | $3,384-2.2% | $5,637-41.3% | $4,027-17.8% |
| Admin fee / account holder | $446 | $5,755-92.2% | $14,673-97.0% | $5,403-91.7% |