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 4-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 | $17,253 | $64,707-73.3% | $112,228-84.6% | $68,494-74.8% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -26.81% | -11.40%-15.4pp | 27.45%-54.3pp | -7.84%-19.0pp |
| Employer contribution / active EE | $5,896 | $2,746+114.7% | $3,635+62.2% | $2,596+127.1% |
| Participant deferral / active EE | $6,109 | $3,565+71.4% | $4,728+29.2% | $4,027+51.7% |
| Admin fee / account holder | $1,404 | $5,232-73.2% | $6,410-78.1% | $5,403-74.0% |