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 8-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 | $15,880 | $202,318-92.2% | $172,739-90.8% | $152,861-89.6% |
| Participation rate | 89.5% | 87.1%+2.4pp | 82.6%+6.8pp | 82.4%+7.0pp |
| Annual return | 1.02% | 1029.65%-1028.6pp | 802.84%-801.8pp | 345.32%-344.3pp |
| Employer contribution / active EE | $2,350 | $5,856-59.9% | $5,143-54.3% | $4,762-50.7% |
| Participant deferral / active EE | $3,059 | $5,948-48.6% | $5,198-41.1% | $5,850-47.7% |
| Admin fee / account holder | $1,778 | $17,109-89.6% | $13,954-87.3% | $11,596-84.7% |