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 | $12,108 | $100,754-88.0% | $86,677-86.0% | $134,475-91.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -21.61% | 29.04%-50.6pp | 35.91%-57.5pp | 417.96%-439.6pp |
| Employer contribution / active EE | $1,457 | $3,489-58.3% | $2,836-48.6% | $4,740-69.3% |
| Participant deferral / active EE | $1,803 | $5,338-66.2% | $4,656-61.3% | $6,400-71.8% |
| Admin fee / account holder | $540 | $10,926-95.1% | $7,493-92.8% | $11,426-95.3% |