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 | $16,908 | $113,935-85.2% | $94,224-82.1% | $125,391-86.5% |
| Participation rate | 93.8% | 82.9%+10.9pp | 78.8%+15.0pp | 83.2%+10.6pp |
| Annual return | -6.18% | 5.29%-11.5pp | 10.68%-16.9pp | 282.22%-288.4pp |
| Employer contribution / active EE | $1,870 | $4,727-60.4% | $3,587-47.9% | $4,866-61.6% |
| Participant deferral / active EE | $3,469 | $5,179-33.0% | $4,320-19.7% | $5,352-35.2% |
| Admin fee / account holder | $2,021 | $8,391-75.9% | $6,269-67.8% | $9,540-78.8% |