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 5-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 | $13,405 | $167,307-92.0% | $143,757-90.7% | $134,475-90.0% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -21.54% | 0.46%-22.0pp | -0.04%-21.5pp | 417.96%-439.5pp |
| Employer contribution / active EE | $2,125 | $5,619-62.2% | $4,951-57.1% | $4,740-55.2% |
| Participant deferral / active EE | $3,658 | $6,446-43.2% | $5,637-35.1% | $6,400-42.8% |
| Admin fee / account holder | $305 | $18,088-98.3% | $14,673-97.9% | $11,426-97.3% |