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 3-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 | $11,128 | $150,197-92.6% | $120,368-90.8% | $145,959-92.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 1.28% | 154.26%-153.0pp | 107.26%-106.0pp | 561.95%-560.7pp |
| Employer contribution / active EE | $1,552 | $4,350-64.3% | $3,465-55.2% | $4,661-66.7% |
| Participant deferral / active EE | $5,500 | $6,174-10.9% | $4,991+10.2% | $6,689-17.8% |
| Admin fee / account holder | $663 | $12,216-94.6% | $9,429-93.0% | $13,398-95.1% |