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 | $10,112 | $50,958-80.2% | $74,550-86.4% | $64,186-84.2% |
| Participation rate | 97.1% | 61.1%+36.0pp | 69.1%+27.9pp | 69.6%+27.5pp |
| Annual return | -10.65% | -1.86%-8.8pp | 32.53%-43.2pp | 7.63%-18.3pp |
| Employer contribution / active EE | $2,762 | $1,115+147.6% | $1,961+40.8% | $2,381+16.0% |
| Participant deferral / active EE | $3,761 | $2,301+63.4% | $3,108+21.0% | $3,470+8.4% |
| Admin fee / account holder | $509 | $4,223-88.0% | $5,060-89.9% | $4,888-89.6% |